Meet Sarah
Sarah is a Sr. Wealth Advisor based in Portsmouth, New Hampshire. She joined Mercer Advisors through the acquisition of Charter Oak Capital Management, where she served for 10 years, most recently as CEO. She began her wealth management career in 2011 after three years in law. Sarah earned a dual B.A. degree in public relations and political science from Syracuse University and a J.D. degree from Suffolk University Law School. She is also a CERTIFIED FINANCIAL PLANNER® professional. Sarah finds motivation in making the world a better place by helping women meaningfully shape how financial resources are allocated and used.
Sarah’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Sarah has focused experience in these areas:
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Sarah is known for her thoughtful, empathic approach and ability to form meaningful connections. She values building long-term relationships and guiding clients as they pursue the life they envision. If you value a dedicated listener and a deeply personal approach, Sarah is an excellent fit.
Sarah in real life
What keeps you busy outside of work?
My family — my husband, our three daughters, and our extended family — are at the center of my life. We enjoy staying active together through skiing, biking, and hiking, and we value experiencing new cultures through travel.
What’s one thing you are surprisingly good at?
I’m an excellent personal organizer, an aspiring stand-up comedian (in my dreams), and a former collegiate mountain bike racer.
How do you give back?
Through coaching my daughters’ youth lacrosse team and as a board member of the Foundation for Seacoast Health, a nonprofit dedicated to improving the health and well-being of New Hampshire seacoast residents.
Sarah’s snapshots
Meet Sarah’s Teammates
Katy Carr
Associate Wealth Advisor
What Sarah Says
Katy is an experienced, caring, and collaborative colleague who listens attentively in every interaction and turns client information into cohesive financial plans.
Renee Hickey
Relationship Manager
What Sarah Says
Renee attends to the details of what clients need, whether it be a new account opened, a beneficiary update, or a distribution. She pays attention to the details and provides a high level of client service, often going above and beyond with her thoughtfulness and care.
Cathy Towle
Relationship Manager
What Sarah Says
Cathy leads our client service team, ensuring excellent client service and anticipating clients’ needs in every interaction.
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