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Mascoma Wealth Management
Hanover, New Hampshire
5.0
1 Review
Mascoma Wealth Management is a reputable local investment advisory firm located in Hanover, NH, with two well-established offices. With a team of eight dedicated professionals, seven of whom specialize in investment advisory services, the firm offers comprehensive wealth management solutions to its diverse clientele.
Known for their expertise in managing employer 401Ks and individual investments, Mascoma Wealth Management has successfully amassed over $421,754,000 in assets under management from more than 690 individual clients. Their average assets under management per investment advisor amount to approximately $62,930,000, alig...see more
Assets Under Mgmt
$421.75M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Mascoma Wealth Management
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