We Are Committed to Supporting Our Communities
When Casco Bay Wealth Advisors was founded, we made a commitment to supporting nonprofit organizations that play important roles in our communities. Through our Casco Bay Wealth Advisors Giving Back program, we provide direct financial support, and also enjoy getting our hands dirty and getting involved personally. We also host many company-sponsored events that allow us to interact with clients and their families on a more fun and social level. Here is a brief snapshot of some of our recent volunteer activities and client events:

Casco Bay Wealth Advisors Giving Back 2021
To help support many organizations that are providing critically needed services, in 2021 our firm made financial donations to the Bath Area Food Bank, the Bethel Maine Food Pantry, the Falmouth Food Pantry, the Fryeburg Rescue Association, Harpswell Aging at Home, and the Brunswick-Topsham Land Trust.