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Wealth Management

Wealth Management

Personalized strategies tailored to your life


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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 plan.

Wealth Planning - Evaluation

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 - Analysis

Investment Management

Resources and customized solutions to help you enjoy the financial future you have been envisioning.

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Trust & Estate Services

Providing a full range of trust services and investment solutions to help simplify the process of protecting your legacy and prosperity.

Investment Management - Analysis

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.*













Our team is here for you

Dedicated to building relationships, managing wealth, and creating long-term plans for individuals, families, and institutions.

Meet our team

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Wealth Newsletter | Winter 2024


*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"