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Susan Alice Winchester

Mascoma Wealth Management

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About Susan Alice Winchester

Susan Winchester is a financial advisor with over 23 years of experience in the financial services industry. Susan is currently registered with Mascoma Wealth Management in Hanover, New Hampshire. Susan holds Series 6, 7, 24, and 63 licenses. Susan specializes in providing financial planning and portfolio management for individuals and businesses. Susan also has experience working with charitable organizations.

Firm Information

Susan Winchester is currently registered with Mascoma Wealth Management. Mascoma Wealth Management is a wealth management firm headquartered in Hanover, NH. They provide financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages approximately $435.3 million in assets for over 1,400 clients, including individuals, high-net-worth individuals, trusts/estates, charitable organizations, corporations, and pension/profit sharing plans.
Mascoma Wealth Management

80 SOUTH MAIN STREET

HANOVER, NH 03755

$435.32M

Assets Under Management

3

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Susan Winchester’s Registration & Firm History

NH

04/20/2023 - Present

Mascoma Wealth Management (HANOVER NH)

WI

03/05/2007 - 10/24/2019

WEA INVESTMENT SERVICES, INC. (MADISON WI)

MT

10/19/1999 - 02/02/2007

GWFS EQUITIES, INC. (HELENA MT)

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Licenses & Designations

BC

Issued 11/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 10/18/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Alice Winchester.
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