Simplify Your Financial Life with Mascoma Wealth Management LLC

Wealth Management

Mascoma Wealth Management, LLC is a wholly owned subsidiary of Mascoma Savings Bank and an SEC registered investment advisor that provides customized investment portfolios and ongoing investment management.  The team at Mascoma Wealth Management creates a customized and broadly diversified investment portfolio for you.  No matter how your investment needs evolve, we have an expert with the right qualifications to assist you, and you will know there is one person who knows your investments and objectives that you can turn to when you have questions.

  • Investment Management
  • Financial Planning
  • Retirement Planning

Your Portfolio Manager is backed up by the full Mascoma Wealth Management team and you will directly benefit from the breadth of experience we bring to helping you manage your investment portfolios.

  • About Mascoma Savings Bank

    At Mascoma Savings Bank, we're putting you first, today and tomorrow.

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  • Giving Back

    In 1988 Mascoma Savings Bank established the Mascoma Savings Bank Foundation and funded it with $1,000,000 for the purpose of giving back to the community.

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  • Mutual Banks

    Today's mutual banks and mutual holding companies are at the heart of a robust, consumer-oriented community banking industry.

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