Planning and Investment Management Servicesfor today, tomorrow, and the next generation

“I love meeting new people and developing relationships. Financial planning allows me to do that while helping others realize and achieve their goals.”

Thomas works with clients to help them understand their long-term financial health through financial planning. He is passionate about educating individuals, families, and business owners about how best to maximize their retirement goals.

Thomas also oversees the office’s operations and diligently works with the staff to create an exceptional experience for all clients.

Born and raised in Manchester, NH, Thomas graduated from the Peter P. Paul College of Business and Economics at the University of New Hampshire in 2015 and went on to become a Certified Financial Planner. He has also completed his Series 66 License (Uniform Combined State Law Examination) and is a licensed New Hampshire Life, Health, and Variable Insurance Agent. Most recently, Thomas completed the coursework to become a Retirement Income Certified Professional (RICP®) through the American College of Financial Services.

When he’s not helping clients build financial plans to support their dreams, Thomas enjoys discovering new and local breweries and watching the latest Marvel movies!

“I started Glenwood Investment Group because I wanted to prioritize my client’s best interest and develop a business that valued transparency and exceptional service.”

Chuck is a registered investment advisor with over 22 years of experience, a Chartered Financial Consultant, and a Chartered Life Underwriter.

After four years in the United States Marine Corps, Chuck graduated with a Business degree from Southern New Hampshire University. He also attended the American College, completing courses in Estate planning, Investment planning, Income Taxation, Retirement Planning, Planning for Business Owners and Professionals, and Insurance and Financial Planning.

Chuck is the past President of the National Association of Insurance and Financial Advisors of New Hampshire, having previously served on many chairs of its local board. He is also a member of the New Hampshire chapter of the Society of Financial Service Professionals and has been a repeat qualifier for the Million Dollar Round Table every year since 1999.

Chuck resides in Manchester with his wife and three children.

“My whole life I’ve had a passion for helping people and my role at Glenwood Investment Group allows me to help people in a way that really matters, by empowering them to be confident in their future.”

Originally from the Pacific Northwest, Tyler served eight years in the U.S. Navy as a Hospital Corpman, providing medical care to Sailors and Marines.

After the Navy, Tyler moved to New Hampshire for its beauty and to embrace the “Live Free or Die” spirit.

He graduated from Keene State College with a bachelor’s degree in economics. When he’s not in the office he’s competing in shooting sports, and is an avid outdoorsman.

“What I love most about my job is interacting with our clients, who are like family to me.”

Kim has over 25 years of administrative experience and has been an integral part of our team since 2010, working closely with our clients and vendors for seamless transitioning.

She and her husband live in Manchester with their three children and enjoy entertaining, travel, and sports.

“Organization is key for me. Whether it’s preparing for a client meeting or cleaning our files, without proper organization, things can get lost. I strive to make sure that we do what you ask us to do for you!”

Melissa has a BA in Marketing from the University of New Hampshire, Durham, and has been working with us for 10 years, keeping the office organized, our client database current, and our schedules straight while raising two teenagers and a labradoodle named Tucker.

Melissa grew up in Manchester and currently resides there with her family. She and her husband compete in tennis and enjoy the outdoors. She is an avid reader and loves to cook healthy meals for her family.

“I enjoy getting to know the clients! Whether it is with a smile or the first “hello” when answering the phone, it is important to me that clients feel comfortable with their decision in choosing Glenwood Investment Group.”

Patricia “Patti“ came to us from New Jersey and is the most recent member of our team. With over 25 years of client and office management, she assists in all aspects of office operations.

Being a true “Jersey Girl” at heart, Patti has embraced all that New England has to offer and all the new people she has met. Patti resides in Manchester with her husband. She enjoys hiking and spending time with family in New Hampshire and Vermont.

Transparency is a cornerstone of our financial planning process. We believe in open communication and building trust with our clients. This means providing clear explanations of financial concepts, fees, and investment options.

Our goal is to empower you to make informed decisions alongside us, feeling comfortable asking questions and confident that your financial well-being is our top priority.

Earning your trust is our top priority. We’ll communicate clearly, answer your questions openly, and prioritize your needs.

Regular reviews and transparent communication ensure you feel empowered and secure throughout your financial journey. We’re committed to continually earning your trust, one step at a time.

We prioritize clear communication. We’ll explain things simply, answer your questions openly, and keep you informed throughout your financial journey.

It’s a collaborative approach – we work together, ensuring you’re empowered and informed every step of the way. This ongoing dialogue builds trust for a successful financial future.

Since 1920, and through four generations, the Stephen family has owned and operated small businesses in Manchester, N.H. Our founder Chuck Stephen’s community business roots were planted by his great-grandfather, who ran the Oriental Restaurant downtown. Chuck grew up in the restaurant business, working for his father, Bobby Stephen, at the family-owned and operated Vault Restaurant.

After graduating from Trinity High School, Chuck enlisted in the United States Marine Corps. He often credits his time in the Marines as the most developmental time in his life, this strengthened his commitment to community and greater good.

After returning to NH and with a growing family, Chuck started his career at Mass Mutual, helping friends and family with insurance and investment solutions.

While learning the financial industry, he worked towards an Associate’s Degree in Business Management from New Hampshire College (now Southern New Hampshire University). From an early point in his career, Chuck discovered that the most pertinent way to support clients was to establish an independent company. Glenwood was founded in the spirit of making decisions that are in the best interest of the client and their family, without bias from the financial services industry.

In Glenwood Investment Group, Chuck built an independent investment advisory business that was not biased toward certain investment or insurance companies. This allowed him to help clients make better financial decisions and provide advice that catered to their specific needs.

Founder Chuck’s dedication and expertise built a strong reputation for personalized financial planning that truly makes a difference. But his vision extended beyond success. He believed in fostering a legacy, which brings us to his son, Thomas.

Witnessing his father’s impact on clients sparked Thomas’ passion for financial planning. He joined the team in 2017 and was eager to learn and contribute his own perspective. This multi-generational approach positions us perfectly to bridge the gap between traditional planning and modern realities. Thomas now leads Glenwood and is looking forward to working with you to create a personalized financial plan.

Today, Glenwood has a team of advisors who assist clients with investment management, insurance planning, and financial planning. We truly focus on building a lifelong relationship with clients in order to provide the best financial advice possible.

Glenwood proudly serves as a fiduciary and always considers the client’s best interest when providing financial advice to help achieve financial goals.