Clearstead Trust

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1 Union St Ste 302
Portland, ME 04101
+1 (207) 775-7200
https://clearsteadtrust.com

Clearstead Trust, based in Portland, ME, is a Maine-chartered non-depository trust company dedicated to helping wealthy families achieve their financial objectives and aspirations through comprehensive wealth management services. The experienced team at Clearstead Trust specializes in trust services, investment management, and private wealth management, focusing on building stronger futures for clients and their families.

Led by industry veterans such as Kenneth R. Morgan and John P.M. Higgins, Clearstead Trust combines deep expertise in portfolio management and estate planning with a commitment to personalized client service. The firm’s leadership team, with decades of experience in the financial sector, is adept at navigating the complexities of wealth management to safeguard and grow client assets.

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United States›Maine›Portland›Clearstead Trust

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