Broker Check


A Family Run Firm in Wolfeboro, New Hampshire


Mark Patterson

Chief Investment Officer

(603) 447-1979

Mark Patterson is an Independent Registered Investment Advisor (RIA) with more than 20 years of experience in the financial services industry. He serves clients throughout New Hampshire.

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Andrea Patterson

Senior Market Advisor

(603) 447-1979

Andrea Patterson is a Senior Market Advisor and wife of Mark Patterson. She seeks to help clients better understand the many healthcare and insurance options available.

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