First National Wealth Management

Spinnaker Trust, based in Portland, ME, specializes in wealth management and trustee services, focusing on personalized and objective advice to help clients achieve their financial aspirations while safeguarding their legacies for future generations. With a team of 40 talented professionals managing $3 billion in assets for 500 clients, Spinnaker Trust is committed to understanding each client's unique financial landscape. Recognized as one of the 2024 Best Places to Work in Maine, the firm values employee experience and workplace culture, aiming to provide clients with compassionate and insightful financial support. Their comprehensive services include financial planning, investment solutions, and real estate consulting, all designed to optimize assets and fulfill fiduciary obligations. Generated from the website

Golden Pond Wealth Management is a family-owned and operated financial services firm serving clients in Maine and beyond for over 25 years. We offer a comprehensive range of financial planning, investment management, and tax and estate planning services. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals. We take the time to understand your individual needs and objectives, and then develop a personalized plan to help you reach them. We are committed to providing our clients with the highest level of service. We are always available to answer your questions and provide you with the information you need to make informed decisions about your finances.