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Maine Center for Wealth Management, LLC
Maine Center for Wealth Management, LLC is a state-registered investment adviser in Augusta, ME. The firm manages approximately $25 million in regulatory...
Overview
Maine Center for Wealth Management, LLC is a state-registered investment adviser in Augusta, ME. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Augusta
Corporate office
Portland, ME, United States
Sector focus
Frequently asked questions
Does Maine Center for Wealth Management make direct private investments?
The firm does not publicly disclose any direct investment activity. Its publicly stated focus is on portfolio construction using liquid securities, managed through a financial planning lens. No direct private equity or venture capital mandates are evident.
What types of clients does Maine Center for Wealth Management serve?
The firm targets high-net-worth individuals and families primarily in Maine and northern New England. Its services include financial planning, investment management, and estate planning tailored to multigenerational wealth.
Can clients choose their own asset allocation at Maine Center for Wealth Management?
Yes, the firm uses a collaborative planning process where client goals dictate asset allocation. Portfolios are built using a mix of ETFs, mutual funds, and direct securities, adjusted for risk tolerance and tax considerations.
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