We provide comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning. Our services are tailored to your unique financial situation and objectives.
As fiduciaries, we are legally and ethically obligated to act in your best interest at all times. This ensures our advice is unbiased and aligned with your financial goals.
Our services are designed for individuals, families, and businesses seeking personalized financial guidance, whether you’re planning for retirement, managing wealth, or navigating complex financial decisions.
We believe in a disciplined, long-term approach, focusing on diversification, risk management, and evidence-based strategies to maximize returns while minimizing risks.
Creating holistic financial plans to manage wealth, including budgeting, goal setting, and long-term strategies, ideal for individuals, families, or businesses seeking comprehensive financial guidance.
Designing strategies for retirement savings, income generation, and Social Security optimization, ideal for pre-retirees and retirees planning for financial security.
Structuring assets via wills, trusts, or gifting to ensure efficient wealth transfer and legacy preservation, ideal for high-net-worth individuals and families.
Optimizing tax strategies through deductions, credits, and tax-efficient investments, ideal for high-income individuals, business owners, and investors.
Assessing risks and recommending insurance (life, disability, long-term care) to protect wealth, ideal for individuals and families safeguarding assets.
Funding education through 529 plans and guiding families on financial education and governance, ideal for families saving for college or establishing financial literacy.
Advising on business succession, stock options, or executive compensation strategies, ideal for business owners and corporate executives.
Providing personalized attention and coordination with other advisors for seamless service, ideal for high-net-worth clients seeking tailored support.
Managing stock portfolios to achieve growth or income objectives, ideal for investors seeking exposure to public equity markets.
Managing bond portfolios for income, stability, or risk mitigation, ideal for conservative investors or retirees.
Combining equities, bonds, and other assets for diversified, risk-adjusted returns, ideal for investors seeking balanced portfolios.
Investing in hedge funds, commodities, or other non-traditional assets for diversification, ideal for accredited investors aiming for higher returns.
Investing in private equity, venture capital, or direct business opportunities, ideal for ultra-high-net-worth individuals with long-term horizons.
Investing in companies or funds aligned with environmental and social values, ideal for investors prioritizing ethical portfolios.
Incorporating environmental, social, and governance factors into investment decisions, ideal for those seeking responsible investment strategies.
Managing assets for insurance companies to meet regulatory and financial goals, ideal for insurance firms requiring specialized management.
Managing assets in 401(k) or similar plans to optimize participant outcomes, ideal for employers and plan sponsors.
Managing liquid reserves for operational or emergency needs with low risk, ideal for corporations or nonprofits with significant cash reserves.
Allocating assets across multiple investment managers for diversified expertise, ideal for ultra-high-net-worth clients seeking broad manager exposure.
Providing comprehensive wealth management for ultra-wealthy families, including investments and governance, ideal for ultra-high-net-worth families.
Acting as a trustee or co-trustee to manage trust assets and ensure fiduciary compliance, ideal for families or individuals with trusts.
The wealth management firm based in Portland, Maine offers personalized financial strategies for high-net-worth individuals, families, and business owners.
