CMH Wealth Management, LLC

Overview

CMH Wealth Management, LLC is an independent wealth management firm based in Portsmouth, New Hampshire, dedicated to protecting and enhancing clients' financial futures. The firm serves over 100 families, offering customized investment management and comprehensive financial advice with a strong emphasis on fiduciary responsibility and personalized service. As an independent advisor, CMH Wealth is free to offer unbiased advice, not tied to any specific investment products, and receives no fees or commissions for any securities or services that it recommends. The firm was founded in 2009 by a group of private bank and investment management veterans, reflecting a background that values customized investment management, comprehensive financial advice, and an elevated service standard. CMH Wealth Management holds a core belief that customized asset allocation strategies best blend the goals of both protecting and growing wealth for investors over time. The firm's fee structure is based solely on assets under management, with no other fees accepted, maintaining independence and objectivity, and properly aligning its interests with those of its clients. Transparency, clarity, and full disclosure are fundamental to CMH Wealth's approach, as evidenced by its annual public disclosures with the Securities and Exchange Commission (SEC).

Investment Focus

• Accredited investors only
• Long-term investment horizon preferred
• Diversified portfolios across multiple asset classes
• Alignment with fiduciary standards
• Commitment to personalized financial planning
• Interest in comprehensive wealth management services
• Willingness to engage in regular financial reviews
• Ability to meet minimum liquidity requirements

Portfolio Companies