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 - Evaluation](/assets/files/nzoPeOtA/wealth-management-wealth-planning-icon.webp)
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](/assets/files/MD4qoskB/investment-management-custom-positioning-icon.webp)
Investment Management
Resources and customized solutions to help you enjoy the financial future you have been envisioning.
![Trust Icon](/assets/files/j1CxoK6j/wealth-planning-develop-solutions.webp)
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](/assets/files/7eAAJOwP/investment-management-analysis-icon.webp)
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.
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*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"