Planning is the doorway to what's possible

Argosy Wealth Management

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. We want to learn all we can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. Our team will also regularly review your strategy, always mindful of adjustments that might be needed over time. Our aim is to be your hands-on partner, committed to a relationship that?s relevant to your life and focused on your financial success.

Bob Allen has been recognized as an industry leader.

Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
Barron's Top 1,000 Financial Advisors, 2012, 2013

Investment Insights


Argosy Wealth Management

One Merchants Plaza
Third Floor
Bangor, ME 04401

855-854-9536 fax

Robert C. Allen

Senior Vice President Wealth Management
Senior Portfolio Manager
Thomas W. Gower, III

Senior Vice President Wealth Management
Jodi Steele, CFP

Account Vice President
Michael Richard Cormier, CFP, AWMA

Financial Advisor
Kelly E. Scheetz

Investment Associate
Jana D. Hanscom

Senior Client Service Associate
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