CMH Wealth Management, LLC

Michael Leclerc is a CFP® with seven years of industry experience, currently advising at CMH Wealth Management, LLC. His prior roles include positions at Fidelity Investments and Lake Street Advisors. CMH Wealth Management offers discretionary investment and wealth management services to a diverse client base, utilizing both qualitative and quantitative analysis to construct tailored portfolios guided by a regular Investment Committee.

Kristen Hanley is a financial advisor at CMH Wealth Management, LLC with 25 years of industry experience. She holds the Series 65 designation and has been with CMH Wealth Management since 2009. CMH Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, foundations, corporations, and other business entities. The firm uses a documented Investment Policy Statement and an Investment Committee to guide portfolio construction through qualitative and quantitative analysis, offering tailored investment solutions across various asset types.

John Fredette is a CFA® charterholder and financial advisor at CMH Wealth Management, LLC in Portsmouth, NH, with eight years of industry experience. He has worked at CMH Wealth Management since 2017 and previously was employed at Piscataqua Savings Bank from 2013 to 2017. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a documented Investment Policy Statement and an Investment Committee that uses both qualitative and quantitative analysis to construct tailored portfolios.

Steven Nassoura is a CFP® with 25 years of industry experience. He is a financial advisor at CMH Wealth Management, LLC and has been with the associated Creegan & Nassoura Financial Group, LLC since 2000. CMH Wealth Management provides discretionary investment management and comprehensive wealth management services to a broad range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs a structured investment process combining qualitative and quantitative analysis, supported by a regularly convened Investment Committee, to tailor portfolios aligned with client objectives.

Karen Mccloskey is a CFP® professional with 21 years of industry experience, currently serving at CMH Wealth Management, LLC since 2009. She holds Series 63 and Series 65 licenses and manages a family investment account as president of a small family C-Corp. Additionally, she acts as co-trustee for a client trust alongside the client’s spouse. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a documented investment policy process guided by a regular Investment Committee and uses both qualitative and quantitative analysis to tailor portfolios.

Rachael Bator is a CFP® professional with nine years of industry experience, currently serving at CMH Wealth Management, LLC. She previously worked at Market Street Trust Company and Lake Street Advisors. Outside of her advisory role, she volunteers at the New Hampshire Society for the Prevention of Cruelty to Animals, assisting with dog walking and kennel maintenance. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs both qualitative and quantitative analysis through its Investment Committee to create tailored portfolios aligned with clients’ documented objectives.

Brian Carolan is a CFA® charterholder with 20 years of experience in the financial industry. He is a wealth advisor at CMH Wealth Management, LLC, where he has worked since 2009. Outside of his advisory role, Carolan serves as treasurer for the Boy Scouts of America Daniel Webster Council Troop 158 and is a board member and treasurer of the Seacoast Mental Health Center. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, and various organizations. The firm uses a disciplined investment process involving both qualitative and quantitative analysis to construct tailored portfolios and maintains an active Investment Committee to guide strategic decisions.