Casco Bay Wealth Advisors

“Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them.”
“Helping you work toward your financial aspirations requires a keen understanding of where you are now and where you want to go. Together, we will undertake a comprehensive process to assess and analyze your complete financial picture. We will then create, implement, and monitor a customized financial plan designed to reflect your values, risk tolerance, short-term goals, and ultimate life objectives.
We combine our experience, sound judgment, and highly personalized service with your evolving needs and comfort level to create a comprehensive financial plan, so you can confidently pursue your financial goals.”
Our services include:
-Investment Planning
-Retirement Management
-Estate Planning
-Risk Management
-Education Planning
-Tax Planning, &
-Responsible Investing