Truth of Investing LLC

Charter Oak Capital Management, located in Kennebunk, ME, is a fee-based fiduciary firm dedicated to helping clients achieve financial freedom through transparent advice and strategies. Since 1992, the firm has offered comprehensive services, including financial and retirement planning, portfolio management, estate planning, and retirement coaching, ensuring constant communication and collaboration with clients and their trusted professionals. The firm's fee structure is designed to be straightforward and inclusive, with no hidden charges or extra fees. Charter Oak requires a minimum of $350,000 in managed assets and a minimum annual fee, but may accept lower levels at its discretion, aligning its success with that of its clients. Generated from the website

Capitol Wealth Management LLC is a Concord, NH based registered investment advisor. Our partners have over 80 collective years of experience helping clients attain their financial goals. As a fee only advisor we are committed to acting in our clients best interest.

HeadInvest is an independent registered investment advisory firm based in Portland, Maine, with over 30 years of experience in helping individuals, families, and institutions build, manage, and preserve their financial resources. Their team of highly qualified professionals, each with more than 20 years of industry experience, offers comprehensive wealth management solutions tailored to their clients' specific plans and goals. As a fiduciary advisor, HeadInvest prioritizes their clients' best interests, providing personalized service and innovative solutions across their entire financial life. They continually reassess and adjust financial plans to meet ever-changing needs, ensuring clients can focus on reaping the rewards that financial security affords.Generated from the website