Sam Reid joined Charter Oak Capital Management in the fall of 2006. He has been a practicing attorney since 1982 specializing in estate planning and probate law, as well as representing many small business owners. Sam became a CERTIFIED FINANCIAL PLANNER™ after observing many of his legal clients needing objective financial advice. Sam is a member of the firm’s Professional Development Committe and its Financial Planning Subcommittee. Sam is very involved in community service. He serves as President and a Board member of the Southeast Land Trust of New Hampshire, a land conservation organization in southeast New Hampshire. He serves as Vice President of the Strafford Economic Development
Samuel Reid
Senior Financial Advisor
Charter Oak Capital Management
United States, New Hampshire, Portsmouth
About Me
Profile Information
Senior Financial Advisor
Charter Oak Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Portsmouth
New Hampshire
United States
Jul 25, 2025
More profiles to browse
Katy Carr
Senior Associate Financial Advisor, Behavioral Coaching Lead and Relationship Manager
Todd Cesca
Partner & Senior Financial Advisor
Jeff Troiano
Managing Partner, Senior Financial Advisor
Sarah Serling
Partner, Senior Financial Advisor
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation