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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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William Haddad

William D. Haddad, MBA

Administrative Associate

William (Bill) Haddad, after more than 35 years in the financial services industry has retired as a wealth advisor in 2023. Due to his long and close relationship with many of his clients, he has transitioned to the role of an Administrative Associate. This role allows him to continue to support his colleagues and clients who have transitioned to their new wealth advisor at Eagle Point Investment Advisors.

Bill earned his Bachelor of Science in Business Administration with a major in Accounting and a Masters in Business Administration (MBA) from Northeastern University. He has been active in his community and has served on multiple professional and not-for-profit boards, including the Billerica Community Alliance, Billerica AccessTelevision, Life Links, SANE, and many others. He is also the founder and Executive Director of On The Move, Inc., a non-profit organization that has distributed over 60,000 books to low-income children in the Merrimack MA area.

Bill and his wife (Jan) live in Methuen MA and have four children. He enjoys family, history, reading, golf, and time spent with his favorite dancing partner Jan.