Wealth Planning

We want to ensure that your investment and saving strategies are helping you work towards achieving your financial goals – whatever they may be. Through our financial planning process, we will develop a comprehensive strategy that is both personal and dynamic. This plan is reviewed and updated regularly based on your changing needs and circumstances.  

With a clear understanding of what our client’s goals are, we can help address topics such as:

  • Retirement Income Planning
  • Social Security/Pension Income Review
  • Education Planning
  • Investment Review
  • Beneficiary and Estate Planning
  • Insurance Needs Analysis

Contact Us

We are here to help you build the financial future you deserve. Our experienced team of professionals can help you create a personalized plan to protect and grow your assets for today and beyond.

Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE


Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.