Bangor Wealth intends to provide personalized financial planning in a warm and inviting environment, to clients who value advice and are engaged in our process. With a balanced and easy to understand voice, we ensure our clients feel well informed and cared for providing them with partnership and purposeful direction about their future through a process called the ViewPoint Formula.

The ViewPoint Formula integrates a “complete picture” approach to financial planning. This process integrates wealth/investment management alongside other critical pillars within the financial planning process like risk and debt management, retirement income planning, tax management, and legacy/charitable giving.