Our
Process

A Personal and
Consultative Approach

An approach that is both personal and consultative

We develop long-term relationships with our clients by gaining a deep understanding of them and their families, and what they want in life. We offer a consultative approach to managing their “family endowment” and developing a customized multigenerational financial plan.

Our goal is to see our clients enjoying their lives and focusing on the things that are important to them – not worrying about the global financial markets. We deliberately work with only a limited number of families, so we can maintain an extremely high level of service and client satisfaction. Our services are offered with a reasonable and transparent fee-based structure.

Two Portland Square, 7th Floor //
P.O. Box 425 //
Portland, ME 04112 //
T: 207.771.1800 //
TF: 866.680.1196 //
F: 866.597.3923 //
Directions