At Mascoma Wealth Management, comprehensive financial planning is the foundation of everything we do. We serve high-net-worth individuals and families who seek more than investment management—they want a thoughtful, integrated approach to their financial lives. From retirement and tax planning to estate strategies, charitable giving, and multigenerational wealth transfer, we help clients bring clarity and intention to complex decisions. Our team combines deep expertise with a fiduciary commitment to serve each client’s best interests, building long-term relationships rooted in integrity, personalized guidance, and a shared focus on what truly matters.

Mascoma Wealth Management is uniquely able to serve our clients as we integrate the powers of a 126 year-old mutually owned bank, a wealth of offerings, the depth of our shared expertise, and a steadfast commitment to serve our community.

Working in conjunction with Mascoma Bank’s Trust (live link), Private Banking (live link) departments, and other collaborating professionals, Mascoma Wealth Management offers a holistic approach to our customers’ financial security.

The fiduciary mindset drives our entire investment management approach. Our rigorous process is based on achieving the highest risk-managed returns possible within the boundaries of our client’s investment risk profile. Through regular reviews and strategic adjustments, our Investment Committee ensures our investment approach remains thoughtful, balanced, and responsive to changing market conditions.

As a fiduciary, we are legally and ethically committed to putting your best interests first—always. That means our advice is always driven by what’s right for you, your family, and your financial future. At the heart of our approach is a deep responsibility: to provide objective, transparent guidance that aligns with your goals, values, and long-term plans. Whether we’re managing your investments, helping you plan for retirement, or navigating complex wealth decisions, you can trust that every recommendation we make is designed with your success in mind.

Mascoma Wealth Management recognizes the importance of proper asset allocation, geographic diversification, and diligent risk control in achieving a superior risk-adjusted investment return. Our investment strategy seeks to accomplish three primary objectives:

1. Provide actively managed, strategically diversified, long-term portfolios
2. Utilize passive investment vehicles as the core of our portfolios
3. Generate returns consistent with an account’s stated risk tolerance

Additionally, Mascoma Wealth Management can incorporate investment options screened for their environmental, social, and governance (ESG) attributes. We have a strong commitment to working with clients to ensure their portfolios reflect their values.

In alignment with our parent company’s Certified B-Corporation® status and in answer to the interests of our clients, Mascoma Wealth Management takes pride in our longstanding commitment to offering environmental, social, and governance (“ESG”) investment options to our clients. By considering environmental impact, social responsibility, and strong governance practices, our goal is to generate sustainable returns and positive societal impact.

Our early focus on ESG investing sets us apart from other firms. We have developed a deep understanding of ESG frameworks, have engaged with ESG data providers, and have forged partnerships with asset managers specializing in this area. As a result, we can provide clients with a strong range of ESG investment options that meet our strict investment vehicle requirements. While ESG investing has gained significant attention and momentum in recent years, we are proud to have been at the forefront of this movement. Our experience and expertise in ESG investing allows us to guide clients through the evolving landscape of sustainable and responsible investment opportunities.

Disclosure Documents:
View the Mascoma Wealth Management Part 2A and 2B Brochure.
View the Mascoma Wealth Management CRS Brochure.