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 at Mascoma Wealth Management grow from personalized and comprehensive financial planning.”
With offices in Hanover, New Hampshire; Burlington, 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 and being an advisor who helps you plan, invest, and navigate your financial future.
OUR TEAM
Our team members are highly seasoned professionals with extensive experience in financial services. Many were attracted to Mascoma for its values and joined the MWM team after having had successful careers at other, larger organizations. All of our team members are paid salary-based compensation and, unlike many retail-oriented financial advisors, do not receive commission on any transactions or products recommended to clients.
Mascoma Wealth Management
Disclosure Documents:
View the Mascoma Wealth Management Part 2A and 2B Brochure.
View the Mascoma Wealth Management CRS Brochure.
Not FDIC Insured • No Bank Guarantee • May Lose Value • Not A Deposit • Not Insured By Any Federal Agency
Mascoma Bank is not a registered broker dealer.