Mascoma Wealth Management - Mascoma Bank

Mascoma Wealth Management

Mascoma Wealth Management logo

Putting You First

When your company is chartered to improve the lives of its customers, “putting you first” is much more than a slogan—it’s the breathing heart of everything we do. We’re not here to serve stockholders, we’re here to help you reach your financial goals.

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

To schedule an appointment, please contact us directly at 603-676-8813 or email [email protected]

80 South Main Street,
Hanover, NH 03755

[email protected]

Disclosure Documents:
View the Mascoma Wealth Management Part 2A and 2B Brochure.
View the Mascoma Wealth Management CRS Brochure.

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Our Strategy

Since many different types of asset classes and global markets offer attractive return potential over time, superior investment returns are most effectively realized through proper asset allocation, geographical diversity, and diligent risk control.

Why Hire a Financial Advisor

When we make big decisions in life most of us look for a source of expertise and guidance to help us make thoughtful choices.

Meet Our Team

Our role at Mascoma Wealth Management is to put our knowledge to work for you. The more you know, the better we can help you. We’re here any time you have a question, but we also strive to share as much information with you as we can, so you can be informed investors.

ESG Investing

Environmental, Social, and Governance investing is the filtration of the investment world to avoid specific industries.

Why Mascoma

To get the most of your investments, you want the best advice and guidance at the lowest cost.

Resource Library

Learn how you can prepare you and your family for retirement and reach financial success and much more in our resource library.

Disclosure Documents

Click here for the Mascoma Wealth Management Part 2A and 2B Brochure.

Click here for the Mascoma Wealth Management CRS Brochure.

Not FDIC Insured • No Bank Guarantee • May Lose Value • Not A Deposit • Not Insured By Any Federal Agency

Mascoma Bank is not a registered broker dealer.