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Welcome to Waddell & Reed and the offices serving the states of New England

Wherever your life’s journey takes you, we’ll be there.
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Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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New England Market Leadership

Richard Forté

Richard Forté

Branch Manager - Portsmouth, New Hampshire

603-431-8173 x101

Client Resources

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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Questions? Let’s Connect.

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