Trusted Advisors Committed to Your Financial Success

Edward H. Benway is the Founder and President of Measured Wealth Private Client Group. With nearly 30 years of combined experience in the financial services industry, he specializes in comprehensive estate and business planning. His career began in the United States Air Force, where he served six years and received both the Air Force Achievement Medal and the Air Force Commendation Medal for his service to our country.

After completing his tour of duty, Ed brought the military values he had learned to the private sector. In 1991, he earned the “Rookie of the year” award during his first year with one of the nation’s largest insurance companies, and later became a managing director, receiving numerous awards and recognition for profitability and growth.

Throughout his career, he has authored numerous articles on wealth management, estate and business planning. He has been a guest lecturer for the New Hampshire Bar Continuing Education, presenting on the complexities of estate planning in financial services. For eight years Ed hosted the widely recognized “Talking Money” radio show which aired across the north New England seacoast.

When he’s not helping clients prepare for their financial future, Ed likes to travel, golf, read, and most importantly spend time with his wife, Nancy, and his children.

Eric is an experienced Advisor who specializes in financial and estate planning. He holds his FINRA Series 66 and 7 and is licensed in Life Insurance in the State of New Hampshire. He believes that spending time getting to know clients and understanding their story is important to helping them achieve all their financial goals.

Eric began his professional career in the United States Army, serving for 6 years on active duty as a helicopter crew member. Amongst his awards are the Army Commendation Medal and Armed Forces Expeditionary Medal. He enjoys giving back to the Veteran community by volunteering with several Veterans charities. He also serves as a board member for several local Veterans nonprofit organizations helping veterans and their families.

Eric was born and raised in Southern New Hampshire and resides in Gilford, NH with his wife Aimee and their daughters, Emma and Lily. When he isn’t helping others, he can be found with his family or pursuing his passions for aviation and motorcycles.

Ed comes to Measured Wealth over 25 years of investment industry experience in areas including investment strategy, portfolio management, research, and trading. Most recently, Ed was the Senior Research Analyst & Portfolio Manager at The Colony Group. He has also served as a Senior Investment Strategist & Portfolio Manager at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, he was the Portfolio Manager at The Legacy Foundation, a comprehensive wealth management firm in Charlottesville, VA. His experience also includes serving as a Portfolio Manager & Macro Strategist at Haber Trilix Advisors and as a Portfolio Manager at Batterymarch Financial Management. Ed also worked at 1838 Investment Advisors and Guardian Life Insurance, where he was Director of Quantitative Research & Portfolio Manager.
Ed graduated from Dickinson College in Carlisle, PA with a Bachelor of Arts degree in Economics, earned his Master of Business Administration degree in Finance from New York University’s Stern School of Business, and holds both the Chartered Financial Analyst® and Chartered Market Technician® designations.

Bruce has more than 30 years’ experience providing tax, financial planning and consulting for individuals, corporations, trusts, partnerships and limited liability companies.  Before joining Measured Wealth, Bruce was Owner/Portfolio Manager of CLM Capital Management, LLC, a registered investment advisory firm, which he co-founded in 1998.  He is a Certified Public Accountant, a Personal Financial Specialist, and Certified Financial Planning Professional™.  He is a graduate of Colby College and earned a certificate of accounting from Bentley College.
Bruce resides in Waterboro, Maine with his wife Linda.  He enjoys skiing, boating, golfing, quality time with children and grandchildren and serves as church treasurer.

As a trusted financial advisor since 1986, Duncan Black brings over 30 years of experience to Measured Wealth. Throughout his career, Duncan has provided high net worth clients with professional guidance and worked with clients to build, leverage and distribute their wealth in the most tax advantageous ways.

Duncan believes that the details of family legacy planning and asset protection are of particular importance.  He works closely with his clients to ensure that accounts are properly established and that beneficiary designations, trustee, and executor assignments are in place. He has dedicated his career to delivering the personalized wealth planning services his clients deserve.

Duncan previously served clients as a Premier Advisor for the Wells Fargo Advisor Private Client Group, a distinction reserved for the firm's most elite professionals based on production, educational attainment, client-services and the integration of best practices.

Duncan lives with his wife Debra in the historic seaside community of Portsmouth, NH and cherishes spending time with his five grandchildren.

Jay H. Levy, awarded 1st place by the voting public for financial planning for both 2017 & 2018 for Seacoast Media Group’s “Best of The Seacoast” is Senior Vice President in the Portsmouth, NH office, with over 30 years of experience in the financial industry. He is dedicated to providing individuals, families, and business owners with an individually tailored approach to investing and wealth management.

Jay draws upon his vast experience and Measured Wealth’s resources to develop personalized, strategic solutions to help address today’s complex needs. Together with specialists in different areas of expertise, he offers clients a comprehensive range of services.

Jay is a Certified Financial Planner (CFP®), Chartered Retired Planning Counselor (CRPC®) and a graduate of Florida Atlantic University in Boca Raton, FL. Jay has served on numerous Boards including the Portsmouth Rotary, the Wentworth Douglass Hospital Stewardship and Plan Advisory Council. He currently serves on the Wentworth Douglass Hospital Board of Trustees in his capacity as Chair of the Foundation’s Board of Directors. He also served as Chairman of the Portsmouth Chamber of Commerce Board of Directors in 2008. Jay has been extremely active in political campaigns on the local, state and national levels.

Jay currently resides in Stratham with his wife, Kelly and has two sons Grant and Adam who (to everyone’s delight) are both self-reliant working in the chemical engineering and IT industries in Boston, MA, respectively.

Kelly is an experienced professional who began her career as a financial adviser with Citigroup in 1999. She then moved to an Independent Advisory firm, Salem Advisory Group, in June of 2010 before joining Measured Wealth Private Client Group in November 2013.

Kelly has a Bachelor's degree in Business Management from Plymouth State University of New Hampshire, where she also participated as a collegiate athlete in field hockey and basketball. She then received her MS degree in Financial Planning from the College of Financial Planning based out of Denver, CO. She holds her FINRA Series 6, 63, 65 and 7 and is licensed in Health and Life Insurance in the State of Maine. Kelly has also earned the professional designations of Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS®), and Chartered Mutual Fund Counselor (CMFC®). She believes trust to be the most important part of the client-advisor relationship, and is recognized for her commitment to serving her clients.

Kelly was born and raised in Southern Maine and currently resides in Saco, ME with her husband Chris and twin daughters, Avery and Savannah. Kelly enjoys time with her family, kayaking, golfing and traveling.

George is an experienced advisor with over 20 years in financial services. Most recently, George held positions at Wells Fargo Advisors as a Financial Advisor and Sr. Registered Client Associate. George specializes in financial planning and holds the Certified Financial Planner™ and Chartered Financial Analyst designations.

George lives in Haverhill MA with his significant other, Naomi and son, Nicholas. In his free time, George enjoys watching sporting events, reading, and travel.

Alejandra Borge is an investment professional with several years of experience advising domestic and international UHNW clientele on public markets and financial planning. Alejandra brings extensive expertise in advisory, investment analysis, and sales and trading roles from renowned institutions such as Morgan Stanley and Citi Private Bank.

Alejandra graduated from Bentley University with a double major in Finance and International Business, establishing a solid academic foundation for her career. Beyond finance, she finds joy in recreational tennis, exploring diverse cultures through travel, and appreciating local art shows. An enthusiast of ocean activities, Alejandra is drawn to the adventure they offer.

As a strong advocate for financial literacy, Alejandra is passionate about helping clients embark on their financial journey with confidence and clarity. She believes in collaboration and personalized strategies to achieve your financial goals effectively.