We help people
achieve success
on their terms

Success on your terms is what we want for you. In fact, it’s the mission we’ve built our practice around. It’s the idea that brought us together as a team. It’s the goal that drives every wealth plan we develop and investment decision we make.

It’s why we’ve built such strong relationships with individuals and families – often more than four generations’ worth – throughout Portland and across Maine.

Together, our team can offer you over 150 years of financial services experience, the comprehensive resources and specialized skill of a total family wealth practice, and a long local history – both professionally and personally.

But the most important thing we can give you is time. Because helping you achieve success on your terms starts with taking time to understand exactly what those terms are.

Two Portland Square, 7th Floor Portland, ME 04101 T: 207.771.1800 TF: 866.680.1196 F: 866.597.3923 Map and Directions

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