Lamb, Petersen & Mann Advisory Group Team Profile

By leveraging our multiple Private Wealth and Financial Advisors' and our support team's combined experience and expertise, our goal is to positively impact the lives of our clients by providing a relationship that includes loyal collaboration, unwavering commitment, and premium service with a modern approach. Our top priority at Lamb, Petersen & Mann Advisory Group is to provide clients and practice members with the confidence to grow personally, professionally, and financially.

Investment Management
Retirement Planning Strategies
Wealth Preservation Strategies
Tax Planning Strategies
Estate Planning Strategies
Retirement Plan Distribution
Intergenerational Planning
Sustainable and Responsible Investing

Lamb, Petersen & Mann Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
Lamb, Petersen & Mann Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023

Lamb, Petersen & Mann Advisory Group is proud to sponsor the following annually:

Beaver Brook Association Fall Festival, Amherst NH

New Hampshire Food Bank

NH Charitable Foundation

Oyster River Boys Hockey Booster Club

Meredith Lions Club Rubber Duckie Race

Hopkinton Rotary Club Scholarship Golf Tournament

The Patrice Marie Haggerty Memorial Golf Tournament

Haven, Portsmouth NH

Woodfords Family Services Superhero 5K, Westbrook Maine

These are events we feel a connection to due to shared history or interests with our clients. We believe in working and giving in our communities alongside our clients to make a difference in New Hampshire.

Our financial planning objective is to help clients navigate their financial goals throughout the various stages of life. We accomplish this through a holistic approach by taking into account each individual’s unique scenario. Our purpose is not only to help our clients accumulate and manage wealth, but also to spend it confidently.

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