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.
80 South Main Street,
Hanover, NH 03755
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.
Environmental, Social, and Governance investing is the filtration of the investment world to avoid specific industries.
To get the most of your investments, you want the best advice and guidance at the lowest cost.
Part 2A and 2B
This brochure provides information about the qualifications and business practices of Mascoma Wealth
Management LLC (MWM).
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.