Time is the one asset that gains value when shared.

Spend it with people who care.

The world has changed, making this the perfect moment to meet advisors who will take the time to get to know you – and what you value. It’s the best way to ensure your investments support what matters to you. And it’s the only way we work. Learn five ways people are thinking differently about wealth and then let us help you, whether you’re closing in on retirement or just starting to think about it.

Help me feel comfortableHelp me plan

5 ways our clients are thinking differently about wealth

Your feelings about wealth and its role in a meaningful life may have changed. But your approach should still include good advice
from people who take the time to learn what you care about. That’s how we learned these new ways our clients are thinking.

Being comfortable is showing your love for the community.

Way #1 clients are thinking differently about wealth:

Being comfortable is showing your love for the community.

“More than ever, people want to help. Whether it’s a gift for a loved nonprofit, responding to a plea from the community, or simply paying for the next person at the drive-thru, people care. The right plan can help you help others.”

Suzanne Moffatt, CRSP, SVP, Senior Relationship Manager, Portland, ME

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Being comfortable is spending more time with loved ones.

Way #2 clients are thinking differently about wealth:

Being comfortable is spending more time with loved ones.

“The last two years have inspired people to retire sooner so they can spend more time with those they care about. A strong financial plan can make it happen.”

Derek Davis, CFP, Relationship Manager, Portland, ME

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Being comfortable is chasing more attainable dreams now.

Way #3 clients are thinking differently about wealth:

Being comfortable is chasing more attainable dreams now.

“Many have realized they want to spend their working years doing something different. Financial freedom could make the remaining working years more enjoyable.”

Natalya Pearl, CFP, Senior Relationship Manager, Concord, NH

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Being comfortable is spending on experiences rather than stuff.

Way #4 clients are thinking differently about wealth:

Being comfortable is spending on experiences rather than stuff.

“There’s a new priority of experiences over material things because they can create cherished memories. Making sure your financial plan allows for them ensures you live life on your terms.”

Eric Rutherford, VP, Relationship Manager, Bangor, ME

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Being comfortable is making sure your priorities are understood.

Way #5 clients are thinking differently about wealth:

Being comfortable is making sure your priorities are understood.

“Many people care as much about what they invest in as how much they earn. A relationship with advisors who take the time to understand what you care about is an effective way to ensure you feel good about being comfortable.”

Brett Miller, VP, Senior Portfolio Manager, Bangor, ME

Start the conversation

10 years or less to retirement and not feeling comfortable?

You're in the right place.

If you're feeling unsure about retirement, you're not alone. But you don't have to face it alone. Bangor Wealth Management can help take the mystery out of how to move forward with clear advice and a real relationship rooted in New England common sense. We've been helping our Maine and New Hampshire neighbors with good advice, plain and simple for over 170 years and we're not going to stop now.

  • We'll build a real relationship by getting to know you - and what you care about
  • We'll be completely transparent, so you're never confused or surprised
  • We can protect what you've created and build on it - together
  • With our team approach, you can rely on someone always being ready to answer your question - including more chartered financial analysts than you'd expect to find at a local community bank.

20+ years to retirement and not sure what to do?

We can help.

If you're earning a salary of $100,000 or more and contributing to a 401(k) or IRA, you're doing great. and you're ready for a more personal touch to help you do even better preparing for retirement. We can help craft a plan you'll be comfortable with because it's tailored to your family's needs and goals. Bangor Wealth Management has over 170 years of experience simplifying the complexities of retirement investing for our neighbors with good advice, plain and simple. Let us help you start with confidence. And end there, too.

  • We start with a straightforward conversation about your values, dreams and concerns
  • Together, we build a step-by-step plan that makes sense for your situation
  • We make everything clear, from why you have the investments you do, to exactly how much it will cost
  • We use a team approach, so there's always someone who knows you and your goals available
Bangor Wealth Management Locations

24 Hamlin Way
Bangor, ME 04401
800.585.6145
207.774.6145
280 Fore St.
Suite 200
Portland, ME 04101
800.585.6145
207.774.6145
5 Senator Way
Augusta, ME 04330
800.585.6145
207.774.6145

Bangor Wealth Management of New Hampshire Locations

82 N Main Street
Concord, NH 03301
800.585.6145
207.774.6145