Financial services delivered by fiduciaries . . . .
Maine Center for Wealth Management, LLC, is a Maine Licensed Investment Advisor providing wealth management and advisory services to its clients by designing and managing investment portfolios that consist of individual stocks and bonds, stock or bond mutual funds, stock or bond exchange traded funds (ETFs), no-load variable annuities and cash or cash equivalents. Portfolios are designed consistent with each client’s investment objectives, risk tolerance, time horizon and other individual needs of each client.
Maine Center for Wealth Management, LLC, is a Maine Licensed Insurance Business Entity that assists clients with their life insurance, long-term care insurance and annuity needs.
Our firm can review an existing insurance product to help a person determine whether that product continues to meet the person's needs.
We also can assist clients in learning about whether annuities are right for them, including helping clients understand their existing annuities.
ADVISORS AS FIDUCIARIES
Investment Advisors and Investment Advisor Representatives are required by law to act as their clients' fiduciary.
A "fiduciary" acts in the best interest of the client.
To learn more about whether working with a fidicuary might be right for you, click here to access the State of Maine Office of Securities "Consumer Guide to Selecting a Financial Professional".
Maine Center for Wealth Management, LLC, looks to establish long-term relationships with clients who seek financial services delivered by fiduciaries.
An initial meeting is the first step in our process.
You can learn more about our unique process here.
Let's get acquainted . . . .
MAINE CENTER FOR WEALTH MANAGEMENT, LLC
PHYSICAL ADDRESS: 6 E. CHESTNUT STREET, SUITE L03, AUGUSTA, MAINE 04330
MAILING ADDRESS: P.O. BOX 330, READFIELD, MAINE 04355
(207) 622-7625 * (207) 512-1040 /fax