Our Story
Houle Wealth Management embodies a commitment to financial security and success, deeply rooted in the Keene, NH community. With a personalized touch, the firm ensures that financial goals are met through proactive and tailored strategies.
How We Work
Our mission is to learn about you and your story and deeply understand your needs, wants, and long-term goals. We are dedicated to helping you develop, implement, and monitor a strategy designed to address your individual situation.
We deeply understand the financial challenges that families are confronted with in today's world.
From saving for retirement to leaving a legacy, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue and achieve your financial goals.
Our unique approach involves thinking “out of the box” and challenging conventional wisdom in our investment and wealth preservation strategies. We focus all our energy, commitment, and efforts on you, the client, and your satisfaction.
Our Community
Keene, NH, is not just a location; it's an integral part of the firm's identity. We are located in one of Keene's most distinctive and historic buildings- the Joshua D. Colony House, built in 1837. In 1996 local attorney Charles Donahue renovated the building to use as his law firm, Donahue Law. Houle Wealth Management is on the first floor, off Colorado Street, close to Keene's vibrant downtown, underscoring our strong commitment to being a prominent and accessible part of the community.
Significant roots in this community are evident. Summers spent here, attending Keene State College, and returning to Keene to begin careers and raise families, highlight a deep connection. With over 15 years of involvement in youth soccer and years of service on local boards, the firm is well-known and trusted in the area. This deep community engagement and strong local ties make Houle Wealth Management a recognizable and reliable name in Keene.
Community Involvement
Monadnock Understands Childhood Hunger (MUCH)
“Every child, Every meal, Every day” — Josh coordinates efforts to provide food boxes to local schools during vacation weeks for families in need.
MoCo Youth Arts (MoCo)
A family-centered nonprofit offering classes in dance, theater, and multi-arts camps for children, where Josh served as Board Chair and board member for six years.
Silver Lake Land Trust (SLLT)
Dedicated to preserving the natural resources and environment of the Silver Lake area, where Josh served as a Board Director for three years promoting conservation.
Keene State College Alumni Board
Promoting the welfare of alumni and Keene State College, Josh served as a Board Director for three years, engaging in various alumni activities and events.
Community Youth Soccer Involvement
Josh, a former professional soccer player, has shared his love for the sport with Keene youth for over 15 years, serving in multiple coaching and educational roles.
Social Security Workshops at Local Libraries
Certified with National Social Security Advisors, Josh hosts workshops at local libraries to educate individuals on optimizing and maximizing their Social Security benefits.