Client First Service Approach

We are committed to our friends, families and neighbors in the Upper Valley community and beyond. Our mission is to build enduring client relationships based on integrity, trust and personal service.
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Core Pillars of Doyle and Loughman Wealth Management Group:


Trusted Advice and Education

We are connected to you through community and friendship. As your planning needs evolve and choices need to be made, we will evaluate the options available and provide you with a thorough understanding of the financial impact of each choice, so you are positioned to make the best decisions for you and your family.

Informed Conversations

We take the time to listen to your questions and explain our recommendations in straight forward, informative language, avoiding jargon and unclear terminology.

Direct Access

We are available when you have questions or would like to discuss a financial issue or opportunity, we are here to provide you with trusted advice and insights.

Exceptional Service

We recognize that planning is an ongoing process so we work with so you are prepared to handle each key milestone throughout your life. When you have questions we are available to provide answers. Our team of dedicated service professionals are here to help answer any client service needs.

Contact us to discuss your wealth plan. 

Doyle and Loughman Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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