Our highly experienced wealth management team is here to help you understand your financial needs, define your goals, and steadily guide you toward the future you imagine. As everyone’s stories and needs are truly unique, we offer a customized approach to suit your life and financial goals.
Reach out to our team today to start telling us your story.
“The roots of everything we do grow from personalized and comprehensive financial planning.”
With offices in Hanover, New Hampshire; Burlington & Norwich, Vermont; and Portland, Maine, we serve clients across Northern New England. We offer comprehensive wealth management solutions that include personal financial planning, discretionary investment management, trust services, retirement planning, and private banking. Whether you are coming to us as an individual, a family, an institution, or a nonprofit organization, we are committed to providing exceptional service. We are here to be the advisor you can count on—to help you plan wisely, invest smartly, and navigate your financial future with confidence.
Managing Wealth with Purpose, Expertise, and Integrity
Mascoma Wealth Management, LLC serves high-net-worth clients with sophisticated planning, investment, and overall wealth management needs.
Financial Confidence Starts Here
Mascoma Financial Advisors offers personalized guidance and a spectrum of investment and insurance solutions for clients who are building momentum in their financial lives.
Institutional Trustees
If you are planning ahead for the next generation of your family legacy or already have trusts in place, Mascoma Bank Fiduciary and Trust Services can provide solutions, expertise, and support.
Your Personal Guide
Your professional and personal financial needs change throughout your life and your Private Banker is here to be you and your family’s guide.
