Bette Kapp
Senior Vice President & Wealth Advisor at Charter Trust Company | Meredith, New Hampshire, United States
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Bette Kapp serves as the Senior Vice President and Wealth Advisor at Charter Trust Company, where she leverages her extensive expertise in wealth management, estate planning, and fiduciary management to deliver tailored financial solutions for her clients. With a strong background as a paralegal, Bette brings a unique perspective to estate administration and trust management, ensuring that her clients' financial legacies are preserved and optimized. Her role involves not only overseeing investment management strategies but also guiding clients through the complexities of charitable gift planning, allowing them to make impactful contributions while maximizing tax benefits.
At Charter Trust Company, Bette is currently spearheading several key projects focused on enhancing client engagement and education around strategic financial planning. She is particularly passionate about asset allocation and investment strategies that align with her clients' long-term goals, whether they are navigating traditional IRAs or exploring fixed-income investments. As a Charitable Director, she plays a pivotal role in developing initiatives that encourage philanthropy among clients, helping them to integrate charitable giving into their overall wealth management plans.
Bette's skill set encompasses a wide array of financial disciplines, including asset management and investment management, making her a valuable resource for clients seeking comprehensive financial advice. Her commitment to fiduciary responsibility ensures that every decision made is in her clients' best interests, fostering trust and confidence in the financial planning process. Through her dedication and expertise, Bette Kapp continues to make a significant impact at Charter Trust Company, guiding clients toward financial security and philanthropic fulfillment.
Senior Vice President & Wealth Advisor at Charter Trust Company in May 2001 to Present
Account Manager at Wachovia Bank, Trust Services in January 1992 to January 2001
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Wealth Management
Estate Planning
Trusts
Asset Managment
Investments
Investment Management
Trust Services
Investment Strategies
Estate Administration
Charitable Trusts
Fiduciary
High Net Worth Individuals
Strategic Financial Planning
Asset Allocation
Fiduciary Management
Investment Advisory
Wealth
Multi-generational wealth transfer
Wealth Preservation Planning
Traditional IRA
Banking
Trust Management
401k Rollovers
Financial Goals
Fiduciary Services
Charitable Gift Planning
IRAs
Mutual Funds
Alternative Investments
Asset Management
Fixed Income
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What is Bette Kapp email address?
Email Bette Kapp at [email protected] and [email protected]. This email is the most updated Bette Kapp email found in 2026.
What is Bette Kapp phone number?
Bette Kapp phone number is +16032831058 and +16032792261.
How to contact Bette Kapp?
To contact Bette Kapp send an email to [email protected] or [email protected]. If you want to call Bette Kapp try calling on +16032831058 and +16032792261.
What company does Bette Kapp work for?
Bette Kapp works for Charter Trust Company
What is Bette Kapp's role at Charter Trust Company?
Bette Kapp is Senior Vice President & Wealth Advisor
What industry does Bette Kapp work in?
Bette Kapp works in the Environmental Services industry.
Bette Kapp Email Addresses
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