We are an independent wealth management firm established in 2013. Prior to that date, the five owners of our firm worked together at another Maine-based financial services firm for more than 15 years. We have the pleasure and challenge of earning the business of individual, corporate, and institutional clients primarily on a fee-based basis. It is our belief that this platform helps our firm do well when our clients are doing well.
Our talented and thoughtful group of advisors has many years of industry experience and a deep-felt responsibility for the well-being of our clients. Our goal is to create and nurture mutually beneficial relationships with our clients. Our client service staff plays a vital role in delivering the personal and professional levels of service our clients expect.
We offer no-fee discovery consultations to give you the opportunity to determine whether our culture and professional approach are a good fit for your goals and values. Please call us to schedule a discovery consultation.