Wealth Management

Live life on your terms.

We understand financial planning and financial markets. However, it is our thorough understanding of your goals, your assets, and your family’s needs that helps us tailor smart, understandable financial solutions for you – from managing risk, to growing assets, to providing for future generations. By investing our time in understanding your unique situation, we develop solutions that deliver consistent, long-term results for you.

  • Our approach is transparent.
  • Our advisors are accessible.
  • We act as fiduciaries, with your interest being first and foremost.
  • Our wealth management plans integrate banking and investment solutions

As a trusted advisor, we focus on your financial goals, and nothing else. We are an independent, Maine-based company that is responsible for more than $2.2 Billion in client assets. As with our existing clients, we are dedicated to understanding your needs to help you live life on your terms.

Investment products (1) are not insured by the FDIC or any other agency of the United States, (2) are not deposits or other obligations of, or guaranteed by, Bangor Savings Bank, and (3) are subject to investment risk, including possible loss of principal amount invested.

Insurance products are not deposits or other obligations of, or guaranteed by the bank, or an affiliate of the bank. Insurance products are not insured by the FDIC, or any other agency of the United States, the bank, or any affiliate of the bank. Insurance products may involve investment risk, including the possible loss of value.

Insurance products are offered through Bangor Insurance, a division of Bangor Savings Bank.

Investment Management

Successful investment management relationships begins with a comprehensive understanding of your investment goals, objectives and risk tolerance.

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Planning & Retirement

Financial planning should be comprehensive and viewed as a dynamic process. Markets, personal circumstances, and tax laws continually change, too.

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Trust & Estates

Our trust and estate professionals invest in understanding your unique situation before facilitating the optimal solution for you.

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Institutional Services

Maine businesses, municipalities, nonprofits, and government agencies deserve access to exceptional, comprehensive financial services through a Maine-based partner.

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