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One Bedford Farms Drive, Suite 100, Bedford, NH 03110
T 603-792-9100 F 603-792-9101
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Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

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Joe Suozzo

Joseph Suozzo, Jr.

Financial Advisor

With more than 25 years of experience, Joe Suozzo is dedicated to helping clients navigate a diverse array of financial specialties, including SEP IRAs, Profit Sharing, 401K Plans, individual wealth management, and comprehensive financial planning.

With nearly three decades of business ownership under his belt, Joe possesses invaluable insights that empower him to advise business owners on effective investment and tax-efficient strategies. He takes particular pride in specializing in retirement plans for businesses with 10 to 200 employees. Joe’s approach to client service is rooted in sincerity and a genuine desire to provide objective advice, innovative solutions, and seasoned guidance for all financial needs. Holding series 6, 63, and 65 securities registrations with LPL Financial, as well as Property and Casualty and Life Accident and Health Insurance Licenses, he thrives as a fiduciary in today’s dynamic regulatory landscape. Joe also holds a Bachelor of Arts in Communications with a Business minor from the University of New Hampshire.

Originally from New Jersey, Joe has enjoyed calling New Hampshire home for the past 40 years. He lives in Bedford, NH with his wife Melissa and their wonderful children, Isabella, Joey, and Sophia. Joe finds immense joy in cheering on his kids at their various sports, from baseball and football to gymnastics and skiing. When not coaching or supporting his family, Joe and his loved ones take great pleasure in their self-built, off-grid log home in Bethlehem, NH, embracing the beauty and serenity of family life.