At First National Wealth Management we take a professional, personalized approach to wealth management. Our team of investment managers has more than 60 years of combined experience managing individual and institutional portfolios, combining real-world market insight with sound strategies that align your financial goals with specific opportunities.
For individual, corporate or non-profit clients, we capably manage your portfolio and will also serve as sole trustee, co-trustee or successor trustee for fiduciary accounts. Additional services may also include custody, administration, investment and report for municipalities in accordance with the State of Maine municipal Investment Law.
First National Wealth Management knows that every individual and institutional investor has a unique set of circumstances and guidelines for investing. Different objectives demand different strategies for building wealth, generating income and maximizing future cash flow. We identify your investment objectives and risk tolerance level and then personalize a portfolio that’s uniquely yours.
Whether you’re focused on capital protection, maximizing portfolio growth or assuring your legacy, First National Wealth Management is focused on your financial future and protecting your dreams.