Your wealth and legacy Preserve it for generations to come

From left to right:
Susan Welsch, Joe Powers, Helen Andreoli, Andrew Scott, Jack Piper, Steve Tenney

Family Wealth Management Partners


phone

866-791-5512
207-774-1008



phone

855-864-9551



address

One City Center
7th Floor
Portland, ME 04101



When it comes to thinking about legacy planning, our team strives to understand more than your finances, but also the individuals and emotions that could affect your choices. With these insights, we can then work with you and your other professional advisors to structure a multi-generational plan for safeguarding and transferring your assets with care and sensitivity. So that you can leave behind a legacy that lasts for generations.



Insights

 
 
 
 

Creating a legacy that lasts

Creating a lasting and positive impact