We believe successful investment management begins with a relationship. We will listen to you to ensure a comprehensive understanding of your investment goals, objectives, and risk tolerance.
Planning & Retirement
Financial planning should be comprehensive, and viewed as a continuing, dynamic process that leads to security in the years to come.
Trusts & Estates
Trust and estate planning can offer significant financial control. Establishing a trust or preparing an estate plan requires a thorough understanding of your individual goals and needs. We will take the time to understand those goals.
Institutional Investment Services
Bangor Wealth Management provides businesses, municipalities, nonprofits, and government agencies access to exceptional, comprehensive financial services tailored to the unique needs of the organization.
Bangor Wealth Management strives to provide our clients with a newsletter that includes year-to-date financials, an outlook on economic growth, US corporate earnings, and other great content quarterly.