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Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them.

A team that is committed to YOU

Our success is measured by how well we help you achieve your financial objectives, and we expect to be held to the highest standards. 

 

 

​MEET THE TEAM​

Whatever your financial situation, working with Casco Bay Wealth Advisors can help you pursue your goals.

You will find an objective financial planning and investment partner who can help integrate all the unique aspects of your financial life into a total investment solution—so you can feel confident in the steps you are taking toward the future you envision.

 

 

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Investment Management

We create custom investment allocations to fit your personal goals. These are monitored quarterly to make sure your investments continue to serve your changing needs.

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Retirement Planning

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle.

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Tax Planning

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability.