Gary W. Pelletier CLU, ChFC, AIF®
Gary W. Pelletier CLU, ChFC, AIF® is an Independent Wealth Planner who works with individuals, families, and businesses to provide investment and financial consulting. An award-winning financial advisor with more than 30 years of planning experience, Gary and his team service and support a wide variety of financial, insurance and business strategies. As an affiliate of Northeast Planning Associates, Inc.’s network of specialists, Gary specializes in retirement planning (personal and corporate), executive fringe benefit programs as well as estate planning.
Gary’s clients appreciate his ability to distill complex financial matters into an easily digestible form. This allows for a relaxed and informed decision-making process. He and his team employ a 5-step planning technique that begins with an in-depth understanding and analysis of a client’s current situation, and maps that toward their ultimate goals and future objectives. This process allows for an individualized approach to constructing a comprehensive plan, that puts clients on a path toward their financial and lifestyle goals.
For businesses, Gary and his team are experienced and independent in working with small business owners/trustees to optimize company retirement plan objectives, while simultaneously working to minimize exposure and maximize plan options. They are team-focused in coordinating with client’s other tax and legal professionals in order to best serve the business’s interest and those of their employees. Gary develops and implements custom solutions so business owners can spend less time on these important details and more time growing their business.
Gary’s many awards include recognition by Forbes Magazine as on of the Best-In-State Wealth Advisors in New Hampshire (2018, 2019)1, placement on Barron’s list of the Top 1000 Advisors in America for three years in a row. (2011-2013)2 and selection as one of the Top 100 Independent Advisors in America by Registered Rep Magazine.3
A well-respected contributor to the financial planning business community, Gary is a founding member of an exclusive national study group of Wealth Planners that meet semi-annually to share ideas, concepts, strategies and best practices, as an additional means of gathering information for his clients and their families. This exclusive, hand-selected group of industry leading financial planners allows for a confidential board of directors environment to address national industry issues, as well as expand/enhance additional client service opportunities. Gary is also a member of the New Hampshire Estate Planning Council, a member of the Financial Planning Association and a past member of Top of the Table, the highest production group of the Million Dollar Round Table.
Gary’s training combines academic study with extensive practical experience. His education includes a Bachelor of Science degree from NEAI/DWC. He holds Chartered Life Underwriter, Chartered Financial Consultant and Accredited Investment Fiduciary, AIF® designations.
Active in his community, Gary is involved with his local church and has been associated with a number of community-based and not-for-profit organizations. He is a past board member and adult volunteer with the Big Brothers/Big Sisters organization, as well as the Doucette Association. Gary is also the founder of the Southern New Hampshire Business Exchange.
Gary currently resides in Bedford, NH, with his wife, Robin, and their family.
1The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
2 Top 1000 Advisors in America" by Barron's is based on factors including: assets under management, revenue produced for the firm, quality of practice, regulatory record, and philanthropic work.
3 Registered Rep.’s 2010 ranking was compiled in-house by the magazine. According to Registered Rep., advisors who personally manage at least $150 million in assets with a majority in client accounts were eligible for consideration and were ranked strictly by assets under management.