Wealth Management

5 ways to get confident about your retirement.

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.

Financial planning should be comprehensive, and viewed as a continuing, dynamic process that leads to security in the years to come.

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.

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.

Welcome to the Bangor Wealth Online Resource Center where we have all the tools you need to successfully transition to the new Bangor Wealth Management online platform.  *This does not apply to Schwab customers.