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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Measured Wealth Private Client Group, LLC

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Portsmouth, NH
Measured Wealth Private Client Group, LLC

Measured Wealth Private Client Group is a registered wealth management firm based in Portsmouth, New Hampshire. Independence is our backbone.

We provide financial planning and investment management services designed for each client’s circumstances, priorities and long-term goals. We diligently work for each client assisting them in reaching their financial goals. For twenty years we have inspired our clients to make informed decisions through education, communication, and service which exceeds their expectations .We serve a select client base and, for the benefit of our existing clients, we have a mutual selection process of accepting new clients every year.

09/22/2026

In this month’s update, Chief Investment Officer Ed Miller looks at market participation, developments around the Federal Reserve, and September’s historical seasonality.

Read the full commentary for Ed’s perspective on the market environment as we head into fall.

Link in first comment.

09/16/2026

A little creativity in the kitchen - Measured Wealth style. 🍞

A huge thank you to our teammate Vicki for baking this incredible sourdough complete with our logo. Almost too good to eat… almost.

09/13/2026

We’ve moved! 🏡

Measured Wealth is now welcoming clients at our new office in Rye, New Hampshire.

Our new address is:

14 Sagamore Rd.
Rye, NH 03870

While our location has changed, our commitment to thoughtful guidance and personalized service remains the same. We look forward to welcoming you to our new space!

09/01/2026

What does it mean to have financial flexibility?

In the latest episode of the Financial Futures Podcast, George Zaharopoulos, CFP®, CFA, and Alejandra Borge, CFP®, discuss the role liquidity and access can play in a financial plan — and why net worth alone may not tell the whole story.

They explore considerations around balancing long-term assets with accessible resources as financial needs, opportunities, and life circumstances change.

Listen to Why Financial Flexibility Matters:
https://hubs.ly/Q04w3SFz0

For educational and informational purposes only. This content is not intended as investment, tax, or legal advice. Individual circumstances vary.

05/29/2026

Medicare decisions can have a bigger impact than many people realize. Some common mistakes include:

• Missing enrollment deadlines—may lead to costly penalties or coverage gaps
• Ignoring prescription costs—formularies and drug pricing can change yearly
• Skipping preventive visits—annual wellness visits may help catch issues early
• Not reviewing plan changes—benefits, premiums, & networks can shift annually
• All providers accept Medicare—coverage acceptance varies by practice & plan

A quick annual review can help keep your coverage aligned with your needs and budget.

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication will never be forgotten.

As we spend time with family and friends this holiday weekend, we reflect with gratitude on the freedoms their service helped protect.

Wishing everyone a safe and meaningful Memorial Day.

05/21/2026

Our episode about estate planning was so popular that we are highlighting it again.

Estate planning doesn’t have to feel overwhelming. Avoid common misconceptions about estate planning.

In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring.

05/15/2026

After a turbulent start to 2026, markets staged a powerful rebound in April. The S&P 500 surged nearly 14% from its March lows, marking its strongest monthly gain since November 2020, while small- and mid-cap stocks also participated broadly in the rally.

Despite the momentum, history suggests caution may be warranted. The combination of the traditionally weaker May–October seasonal period and the four-year electoral cycle has historically created a more challenging backdrop for equity investors. Add ongoing geopolitical uncertainty to the mix, and risk management remains critical.

Our investment approach remains consistent: maintaining a defensive posture while staying focused on capital preservation and long-term discipline in an increasingly uncertain environment.

Read more from our Chief Investment Officer, Edward Miller, CFA, CMT, in his April Market Commentary.

https://lnkd.in/eFKYigFi

05/07/2026

Your annual financial review should do more than just look at returns; it should reflect your life.

In today’s episode, George sits down with Certified Financial Planner Joe Neff to break down what makes these meetings truly effective. From navigating life changes to aligning taxes, estate planning, and long-term goals, it’s about keeping your entire financial picture on track—not just your portfolio.

A better review leads to better decisions.

Tune in to learn how to make your next conversation more focused, more meaningful, and more aligned with where you’re headed.

https://hubs.li/Q04fSsyy0

05/01/2026

Happy National Investing Day!

How strong is your financial fitness? Whether you're just getting started or already building your portfolio, there's always more to learn.

Take the Financial Fitness Test to find out how much you really know—and discover new ways to level up your investing game.

https://hubs.li/Q04f6Fd30

Your future self will thank you. 📈

Address

14 Sagamore Road
Portsmouth, NH
03870

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.measuredwealth.net/contact

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