Golden Pond Wealth Management

Securing your dreams takes effort and energy, leaving little time for wealth management.  We can take that responsibility off your hands while helping to work toward your goals.  With us as your wealth advisors, you will enjoy the confidence that comes from knowing that a professional wealth management company in Maine is handling your plan.

Since 1996, we have been helping our clients work toward financial independence with our personalized approach to wealth planning, accumulation, and preservation.  Rest assured that our goal is to assist you in maintaining the standard of living to which you have become accustomed and to preserve your wealth for your children and grandchildren.  In developing and maintaining a well thought-out wealth accumulation and preservation plan, we are able to focus on a variety of personalized strategies.

Working with your accountant, attorney, or introducing you to someone in those fields can be as important as managing your money.  Coordination of our planning with your other advisors and assisting them in fulfilling their duties will help you move towards your goals.  We want to be in your circle, monitoring the progress of your plan throughout the years.  If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 207.873.2200.