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Wealth Management

Grow and preserve all that you’ve worked so hard to achieve.


As your wealth has grown, so have your financial needs. Our locally-based Wealth Management team has the high-level financial expertise and investment savvy to help you build a highly personalized strategy tailored to your long-term goals.




Our approach is collaborative, making us different. 


1. Identify Needs

We begin by having in-depth conversations to understand your particular goals and objectives.

2. Develop Solutions

We recommend an investment strategy and financial planning solution tailored to meet your goals.

3. Implement Strategy

We use a collaborative team-based approach that leverages all areas of expertise to create a plan.

4. Evaluate & Adjust

Your plan is dynamic, and we re-evaluate on a regular basis through ongoing client meetings, support, and communication.

Unmatched Experience & Service

Each of our clients has a dedicated team of experts who work together to craft your unique, streamlined plan.


Our highly-credentialed team averages 25 years of experience building relationships, managing wealth, and creating long-term plans for individuals, families, and institutions.

 
Get to know us.
 

Comprehensive Solutions

We get to know you - your goals and values. Then we build a sound plan using our comprehensive wealth management solutions based on your needs.


  • Customized Portfolio Management
  • Goals-Based Financial Planning
  • Trust & Estate Services
  • Fiduciary & Planning Advisory Services
  • Comprehensive Wealth Banking, including an interest bearing checking account, relationship loan discounts, and preferred pricing on Home Equity Lines of Credit

See how we can help you.
 

Tailored Trust Services

Selecting the right trustee is an important decision. As trustee, we assume fiduciary responsibility for the full range of personal, charitable, insurance, and special needs as well as other types of revocable and irrevocable trusts.


Whether we're acting as Trustee, Co-Trustee, or Agent for Trustee, we're here to help you think through estate planning issues, tax planning, intergenerational wealth planning, charitable gift strategies, and lifestyle planning.

Investment Strategy

Creating portfolios that align with your long term investment goals.


Applying a goals based approach to your investments, we design an investment strategy customized to address your unique goals, risk tolerance, and tax sensitivity. Once we establish what is most important to you and your family, we establish a portfolio that is diversified across investment asset classes to grow and protect your wealth.
 
 

Customer Testimonials

Our team is here for you.

We work with individuals and institutions in Maine and across the United States. When you're ready, let's have a conversation. We'll use our collaborative approach to meet your financial needs - no matter how complex.

Talk to us, we're listening - 800.224.5166

Keep Up With the Latest News


Read the Summer 2021 Newsletter