Portsmouth, NH Financial Advisors | DeMarco & Associates

Passionate about planning and making
personal connections

What are your hopes for the future?

You may envision giving your children a solid foundation, transitioning from full-time work to an active retirement and the continued success of the business you have built.

We can help you create a plan designed to get there. We are Financial Advisors who truly care about your financial goals. Our clients benefit not just from our experience, but also from the close relationships we forge. You can come to us for all of your financial concerns, and we will work to address them, or connect you with our network of specialists at UBS and beyond.

Wherever you are in life, and whatever you wish to pursue, we want to be by your side.

DeMarco & Associates

603-422-8190

40 Congress Street
Portsmouth, NH 03801

“We don’t take a cookie cutter approach to your financial life. We tailor and customize your plan, your portfolio and the way we communicate with you.”

— Rich DeMarco

Individuals and families

When can you afford to retire? What type of legacy would you like to leave to your family? Are there organizations or causes that you’d like to support? We can help you find the answers to these questions and implement a plan designed to help you pursue your goals.

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Small business owners

When is the right time to step away from your business? What is your business worth? How can you structure a sale as efficiently as possible? You can benefit from our business transition planning capabilities and our experience working with dental practices and energy companies.

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A comprehensive approach
Personalized client service
The strength of UBS

Helping you prioritize your goals

Our approach is built around you. We start by asking about everything you want to accomplish—today, after you retire and for future generations. Our Financial Goal Analysis can tell us whether you’re on track, and what you need to do to close any gaps.

Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

All investments involve the risk of loss, including the risk of loss of the entire investment.

Proactively planning to meet your needs

We understand that you and your family are unique, and we will connect with you on your terms. We stay in regular contact, return calls promptly and do what we say we’re going to do. No detail is too small for us to focus on.

Because our team is committed to delivering an exceptional client experience, we’ve designed our service model to exceed your expectations. We go beyond your investments to coordinate with your tax and legal advisors on all aspects of your plan.

Our goal is to ensure that everything is working in tandem.

Delivering the firm

As part of UBS, one of the world’s largest wealth managers, we have access to a team of professionals and global industry research. A Financial Advisor for more than two decades, Rich DeMarco’s experience and skill enable him to navigate the specialists, resources and offerings of the firm on your behalf.

When you work with us, you receive the attention and care of a boutique firm, enhanced by the depth of UBS. We can connect you with professionals who offer in-depth knowledge of estate planning strategies, banking and lending services, tax planning, business solutions, insurance and investments.

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