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.