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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

Our Financial Advisors are also Enrolled Agents, which allows our firm an ability to provide you with a more comprehensive strategy in financial management. Our strategy takes into account all aspects of your finances-from taxation to insurance and investment advice. Our team believes in providing exceptional customer service while assisting our clients in achieving their financial goals. 

Meet Our Team

How We Help

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.


Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.


Dream big, have fun.


Our investment team can create a portfolio that's designed to fit your lifestyle while keeping your financial goals in mind.


We seek ways to build both wealth AND protect it with a carefully honed selection of tax strategies.


It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.


Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

What Sets Us  Apart

Our financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Speak with a one of our advisors to learn how <strong>we can help you reach your goal.</strong>

Speak with a one of our advisors to learn how we can help you reach your goal.

Call Us

(207) 942-9800


532 Hammond Street

Bangor, ME 04401