Tom Space Managing Director
Tom has been in the Financial Planning industry since 1991 after completing 25 years in banking, serving as a Regional President of a $3 Billion Regional New Hampshire bank and later as a Vice President/Trust Officer and Trust Department Manager responsible for $180 Million of client investment assets.
Currently, he advises business owners, executives, individuals and Trustees with asset management, estate and pre-retirement planning, Post Retirement Income protection. Tom has 28 years of advanced planning and fiduciary experience, earning the designations of CFP® (Certified Financial Planner (1989), CTFA (Certified Trust & Financial Advisor (2004) and LUTCF (Life Underwriter Training Council Fellow (1994).
Tom is a Fee Based Advisor and as a “Fiduciary” he provides unbiased investment strategies and planning techniques, holding himself to the highest ethical standards in the industry without conflict of interest. His client’s interests always come first. His office locations include: Bedford, Gilford, and Portsmouth, NH.
Tom has been active in numerous professional and civic associations.
Past President, Lakes Region Association of Life Underwriters. Past Trustee, LRGHealthcare Past Trustee, Southern New Hampshire University &&Development Committee Chair Past President, Lakes Region Rotary Club and a Paul Harris Fellow 2x Past Board member for Community Health &&Hospice &&Investment Committee Chair Past Co-Chairman, Leadership Lakes Region 2000-2001 Past Chairman, Board of Directors for Cathedral Credit Union Past President &&Chairman, Financial Planning Association, NNE Chapter (VT,NH,ME) Past Trustee, Rivier University and Chair University Advancement Past Trustee of Trust Funds for the Town of Gilford, NH
He currently serves as: Club member - Gilford Rotary
He and his family reside in Gilford, N.H. He is founder of The Pinnacle Group, LLC, a General Agency and Advisors Financial Planning Group, LLC an Independent Registered Investment Advisor, in New Hampshire.
"We reduce taxes by 50% almost 100% of the time."
Tom Space, Redwood Tax Specialists Managing Director,
Gilford, New Hampshire and Surrounding Areas
This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice.