Daosith is a Private Client Advisor in our Portsmouth, New Hampshire office. Working closely with our investment advisors, he helps clients navigate their complex financial lives. Daosith utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. He has been a CERTIFIED FINANCIAL PLANNER® professional since 2012 and has more than 15 years of experience in the profession.
Prior to joining the firm, he was a principal and senior advisor at Financial Focus, Inc. Daosith provided financial planning and investment strategies for high net worth clients and was responsible for the firm’s business development.
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