HM Payson is a Maine Trust Company and SEC Registered Investment Advisor specializing in preserving and growing our clients'​ wealth. Our focus is on providing investment advice through stringent research and a highly disciplined approach. Most importantly, every client is a client of the firm. Our people are not compensated on individual performance but rather on how H.M. Payson performs overall. So although you work with one dedicated advisor, you have the power of the entire firm behind you.

We provide investment management, financial planning and consulting services to high-net-worth clients and institutions, including endowments and foundations. For nearly 40 years, we have delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. We serve clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island. Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.

For nearly three decades my team and I have provided robust financial plans and diverse investment management to our clients. Continuing to grow and learn with the industry while providing high quality service to our clients and being a valuable resource is our ultimate goal.

Act as the initial point of contact for clients, brokerage houses & investment managers. Monthly reconciliation of client accounts. Assist with payroll & accounts payable.

Harborview Advisors is a Maine based wealth management firm serving clients throughout Maine and throughout the US. We offer both financial planning and investment management services. “To view our firm’s full disclosures, please visit: www.wealthshieldpartners.com/social-media-disclosure” https://wealthshieldpartners.com/social-media-disclosure

Specializes in Operations Support Services for BerryDunn Wealth Management.Jess joined the client services team in October of 2007 as a Paraprofessional and works closely with the other members of BerryDunn Wealth Management to set up and maintain our clients’ financial and investment plans in a timely and seamless fashion. Jess’s position allows her to work closely with each of our clients. Her attention to detail and follow-through ensures that our clients’ investment accounts and financial plans continue to run smoothly and that all clients’ needs are met promptly. Jess holds her FINRA Series 6 Registration through Commonwealth Financial Network.Experience Highlights:• Client Services for both individual financial planning clients and retirement plans • Client support for all insurance services• Data coordination and input for investment analysis and portfolio reviews• Oversees maintenance and functionality of client information databaseSecurities offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org.This communication is strictly intended for individuals residing in the state of ME. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.BerryDunn Wealth Management 100 Middle Street, Portland, ME 04101. (207) 541-2200 Please review our Terms of Use here: www.commonwealth.com/termsofuse

Based in Portland, Maine, Dexter Enterprises, Inc. is a family wealth management firm. In addition, the company manages the day to day operations of the Harold Alfond Foundation, the State of Maine's largest charitable foundation, as well as other Alfond family foundations.

W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies. With $2 billion of capital and investments in more than 90 leading growth equity and buyout stage businesses, W Capital is a leading provider of secondary market liquidity to private equity firms, venture capital firms, financial institutions, mezzanine lenders, corporations and founding shareholders for minority equity positions in private companies. W Capital’s target sectors include financial services, business services, Internet, technology, media, consumer, industrial and healthcare.

At AFGAS, our mission is to empower our clients in achieving what truly matters to them. We foster enduring relationships by prioritizing our clients' interests above all else. Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life. We believe that success lies in the lasting connections we build and the positive impact we make in the lives of our clients. By offering tailored solutions and unwavering support, we strive to be the trusted partner our clients can rely on for a lifetime, enabling them to pursue their dreams and create a meaningful legacy. With offices in Virginia and North Carolina, we work with wealth management clients across the U.S. Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Advisory services offered through appropriately registered Investment Adviser Representatives (“IARs”) of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000. Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

Our company specializes in plan participant-level asset management services. This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service. Areas of special interest are: Cash Management Investment Planning Tax Planning Retirement Planning Estate Planning Risk Management Economics Articles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and Government Disclosure: Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor. Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.

We are an independent financial services firm specializing in wealth management, retirement, insurance & tax planning. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Innova Financial Wealth & Insurance Advisors and Securities America are separate entities. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosure.

Helping people improve their lives through financial planning and wealth management. We serve professionals, business owners, and others committed to building a secure and fulfilling future. We are especially focused on guiding clients through the complex decision making that accompanies the transition into retirement. The Foundry Financial Group, Inc. is a Registered Investment Advisor.