Tom Space 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 30 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, Portsmouth, NH

Tom is a sought after speaker on financial planning topics and has been quoted in numerous articles with The Fosters Daily Democrat, Bank Investment Magazine, & Financial Advisor Magazine.

He has been active in numerous professional and civic associations.

• Past President, Lakes Region Association of Life Underwriters.
• Past Trustee, LRG Healthcare
• Past Trustee, Southern New Hampshire University & Development Committee Chair
• Past President, Lakes Region Rotary Club and a Paul Harris Fellow 4x
• 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) & ETHICS Facilitator
• 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.