Why Mascoma Wealth Management

Black calculator next to a silver and black pen resting on a white paper with financial numbers showing

It’s About Your Needs

We start by asking a lot of questions. Where are you now? Where do you want to go? How long do you want to take to get there? How have other advisors served you well? Where have they fallen short? What’s Important to you?

Low fees and highly diversified Exchange Traded Funds (ETFs) are the key to delivering value for our clients. Simply put, whatever you pay in fees eats into your returns. To get the most of your investments, you want the best advice and guidance at the lowest cost.

  • FINANCIAL PLANNING - We help you understand your financial needs and help you craft a plan to get there.
  • RETIREMENT PLANNING - Together, we chart a plan for where you want to get to and what you need when you get there.
  • PERSONAL OBJECTIVES - We offer four different investment objectives ranging from income to growth to match your goals and preferences.
  • PROTECT YOUR WEALTH - Our investment strategy is focused on providing low volatility, consistent returns, and preservation of principal.
  • INDEPENDENT RESEARCH - All investment research is from independent firms with proven track records and no investment banking conflicts.
  • DIRECT ACCESS - You always have direct access to investment managers who take the time to explain what you are invested in and why.
  • SECURED BY FIDELITY - Assets and accounts are held by an independent firm, Fidelity Investments, providing an additional layer of security.
  • STRINGENT REVIEW - All investment activities are subject to internal committee reviews and subject to examinations by independent auditors and federal regulators.
  • LOW COST - Our market value fee structure means we are invested in you when you invest with us, and lower fees help you earn more.
  • EXPERIENCED TEAM - Our staff’s combined 100+ years of investment and financial experience allows us to provide value added advice on critical wealth planning issues.
  • MUTUALLY OWNED - As part of a mutual bank we put our client’s needs first, and the most important bottom line is yours, not that of a corporate stockholder.
  • COMMUNITY FOCUSED - We are committed to the community. We live here, we work here, and together we make our community a better place every day.

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.