Wealth Management
We combine expert advice and customized solutions to meet your evolving financial needs.
We know growing, preserving and transitioning wealth requires personalized planning and a trusted partnership. Our clients have a dedicated team of experts who work together to craft a unique, streamlined long-term plan for individuals, families, and institutions.
Meet our team
Wealth Planning
Providing a full spectrum of services to meet all your wealth management needs. Focusing on what's important to you now and in the years to come.
Investment Management
Resources and customized solutions to help you enjoy the financial future you have been envisioning.
Trust & Estate Services
Providing a full range of trust services and investment solutions to help simplify the process of protecting your legacy and prosperity.
Wealth Banking
Through our Wealth Banking products, provided by Camden National Bank, you can easily access a range of important features and capabilities to help you manage your everyday spending.*
Sophisticated online experience
Our clients enjoy convenient access to their accounts, streamlined reports and industry insights with our robust online portal.
Learn moreCustomer Testimonials
*Deposit products are offered by Camden National Bank, Member FDIC. Equal Housing Provider
We also can serve as your corporate Trustee, Co-Trustee or Agent for Trustee, and have the authority to administer trusts and estates throughout the United States. Camden National Bank is a wholly owned subsidiary of Camden National Corporation. Camden National Bank does not provide tax, accounting or legal advice. Please consult your accountant and/or attorney for tax and legal advice.
Investment solutions such as stocks, bonds and mutual funds are:
"NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE"