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Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

OUR HISTORY

Our History

  • January 1991
    Liz Sampson joins Waddell & Reed
    Liz is introduced to financial planning and leaves a fulfilling career as a university administrator to pursue her new passion for financial planning with Waddell & Reed.
  • April 2000
    Rick West launches financial career
    Rick exits the architectural industry after 9 years to pursue his zest for finance ... launching a financial career that includes writing a financial newsletter, providing market insights on the radio, teaching investment seminars, and conducting technical market analysis for commodity & currency trading firms.
  • December 2009
    Rick West joins Waddell & Reed
    Rick begins his financial planning practice with Waddell & Reed.
  • May 2013
    Liz & Rick meet
    Liz and Rick first realize the similarities in their approach to financial planning and client service -- beginning the foundation of their partnership.
  • November 2015
    Sampson West & Associates, Inc.
    As Liz likes to say, "After having business dated for a number of years", Liz & Rick merge their practices by forming a team.
  • May 2018
    Concord River Financial
    Team "Sampson West & Associates" begins to do business as "Concord River Financial" in an effort to better reflect their client-oriented philosophy and long term commitment to their clients' financial interests.
  • June 2019
    Acton, MA office
    Concord River Financial relocates their Massachusetts office to Acton, MA, in addition to affiliated office in Epping, NH.
  • July 2021
    Waddell & Reed acquired by LPL Financial
    As a result of the acquisition of Waddell & Reed by LPL Financial, Concord River Financial aligns with broker dealer LPL Financial.
  • May 2022
    Carl Marchitto welcomed as new Partner
    Rick and Liz welcome Carl Marchitto as a Concord River Financial Partner and expand the practice to include a third office location in Connecticut.