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Oval

We are committed to meet all of your trust and investment needs.

Since 1887, we've been guiding our clients through life’s financial events.

Our team of investment, tax, fiduciary and planning experts takes the time to get to know our clients, their financial situation, and their aspirations, and work with them to create a personalized plan to drive results.

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Estate Planning

No matter your net worth, an estate plan ensures your family and financial goals are met after you die.

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Trust Services

Our team can help you structure a trust to meet your unique needs, including the transfer of wealth to future generations.

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Nonprofit Services

We take pride in supporting nonprofit organizations throughout Northern New England and offer many services free of charge.

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Have Questions?

We're here to answer any questions you have about meeting your financial goals.

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