Susan Winchester
Mascoma Wealth Management · Hanover, New Hampshire
Susan Winchester is a fee-only financial advisor at Mascoma Wealth Management in Hanover, New Hampshire, who holds the ChFC credential. Susan focuses on retirement planning, tax planning and estate & legacy planning. Mascoma Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Mascoma Wealth Management |
|---|---|
| Based in | Hanover, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $567.8M across 1,185 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NH · CRD 4029224 |
| Exams passed | Series 63 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | mascoma.bank/investing/mascoma-wealth-management |
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Questions about Susan
Is Susan Winchester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Mascoma Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Mascoma Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Susan Winchester based?
Susan Winchester is based in Hanover, New Hampshire.
What does Susan specialize in?
Susan's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and sustainable & impact investing. Susan works with ultra high net worth.
What credentials does Susan Winchester hold?
Susan Winchester holds the ChFC credential.
Is Susan Winchester registered with the SEC?
Yes. Susan Winchester is registered as an investment adviser representative in NH (CRD 4029224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mascoma Wealth Management manage?
Mascoma Wealth Management reports $567.8M across 1,185 accounts in assets under management.
How do I contact Susan Winchester?
Through Susan's website, mascoma.bank/investing/mascoma-wealth-management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mascoma Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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