Our clients are the whole reason we do what we do

Our clients live frugally, save diligently, invest conservatively and while they have accumulated a lot, it is not in their nature to flaunt their wealth. Many are either approaching retirement or already retired and understand the vital importance of preserving the wealth they have accumulated over a lifetime so that they may enjoy their leisure years and leave a legacy for their loved ones, as well.

Since small businesses are prevalent in Maine, many of our clients are business owners who want experienced guidance in valuating and selling their business and transferring the proceeds into personal wealth in a tax-efficient manner.

Above all, our clients are good people and this gives us all the motivation we need to serve them extraordinarily well.
Two Portland Square, 7th Floor //
P.O. Box 425 //
Portland, ME 04112 //
T: 207.771.1800 //
TF: 866.680.1196 //
F: 866.597.3923 //