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:

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!


Client Appreciation Beer Tasting 2019

Our guests enjoyed another fun beer tasting event at Stars & Stripes Brewing Company in Freeport. Good conversation, food from Antonia’s Pizzeria, and a great selection of beers were enjoyed by all.

Our Company Banner

Find out where our company banner will travel to next.


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


Sheila Menair – Sedona, Arizona (February 2019)