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:

Norm Golf Tourney


Golfing for Good 2021

Each year, Casco Bay Wealth Advisors is a proud sponsor of The Boys and Girls Club of Southern Maine Annual Golf Classic, and the Maine Golf Heritage Scramble. The BGCSM Annual Golf Classic is held to financially support high-quality programs in academics, leadership, health, and the arts to hundreds of children and teens in Auburn and Lewiston. The Maine Golf Heritage Scramble raises funds for the Poland Spring Preservation Society, which is a nonprofit dedicated to preserving the unique historical architecture of the Maine State Building and the All Souls Chapel in Poland Spring, Maine.

Outdoor garden – Multigeneration, a child helps their grandparent plant a seedling while wearing matching blue jeans


Casco Bay Wealth Advisors Giving Back 2020


To help support many organizations that are providing critically needed services, 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 Project G.R.A.C.E.


Holiday Celebration 2019

Our Brunswick office was decorated for the holiday season. Guests enjoyed good food, cheerful conversation, beverages, and music. This year, we chose to invite representatives of Family Focus to make a brief presentation to our guests. Joining us were Laura Larson, executive director, and John Richardson, board president. Family Focus provides community-based services for families in the Mid-Coast area. Our firm made a corporate donation that evening, and many of our guests made generous personal donations as well.  


Maine Maritime Museum 2019

We hosted a client appreciation event in July 2019 that provided our guests the opportunity to explore the museum’s many interesting historical exhibits and to learn about Maine’s seafaring history. Food and beverages were served by Seacoast Catering. On a beautiful midsummer evening, many people ate appetizers and sipped cocktails on the deck overlooking the Kennebec River. We all agreed that a return visit to the museum will be needed to see all that is available on the 20-acre waterfront museum campus!

Our Company Banner

Find out where our company banner will travel to next.


Kevin Carbin – Carrantouhill, Ireland’s tallest peak, County Kerry (July 2019)

Carrick-a-Rede rope bridge, County Antrim, Northern Ireland

Kevin Carbin – Carrick-a-Rede rope bridge, County Antrim, Northern Ireland (July 2019)


Sheila Menair – Sedona, Arizona (February 2019)

Christian in Sedona

Christian Bishop - Sedona, Arizona (April 2021)