Investment Management & Advisory Services
Your wealth is important. We provide investment management and advisory services to assist individuals and businesses with wealth management and asset protection. Based in Brunswick, Maine and serving the Northeast region, we complement personalized assistance with long-term experience. What to Expect from us:
- Your interests always come first.
- A personal relationship with an advisor who knows you and whom you know.
- Total respect for your privacy and confidentiality.
- Ethical service at all times.
- Responsiveness to your needs, goals and desires.
We encourage you to spend time with this Website to learn more about our firm. The next step would be to fill out a New Client Intake Form and we will contact you or contact us to discuss your circumstances and to set up an initial consultation meeting. Through this meeting, we discuss both the facts of your financial situation and your feelings regarding finances, goals and objectives. Finally, we prepare an engagement letter outlining your situation as we understand it, your goals and objectives as stated to us, and some concerns that we have based on the information you have provided. In addition, a planning fee will be quoted based on the complexity of your situation and your assets.