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Portland Head Light on the rocky Maine coast at Cape Elizabeth

York · Kennebunk · Portland · Cape Elizabeth · Midcoast

Investment management for the Maine coast.

Maine coast wealth is often a mix of a year-round house, a family cottage, a business tied to a harbor town, and accounts that have not been looked at as one portfolio. We work that combination remotely and in person from the New England office.

Meet with Rusty Investment management

Towns and patterns we see

York, Ogunquit, Kennebunk and Kennebunkport, Biddeford, Cape Elizabeth, Portland, Falmouth, Cumberland, Brunswick, Bath, Boothbay, Camden, and towns further Downeast. Some households live in Maine all year. Others keep a summer place and a Massachusetts or New Hampshire tax home.

Keyword Planner shows only a handful of local searches a month for phrases such as “financial advisor Portland Maine.” That is expected. The work is still worth a dedicated page because the households who search are high-intent, and because Google needs a clear URL to understand the geography.

How we work from Marblehead with Maine clients

Planning calls, a Schwab custodial relationship, and document work do not require you to drive to Front Street. When a meeting should be in person, we schedule it. The fiduciary standard does not change with the ZIP code.

Private investments and interval funds are available when they fit; they are not a Maine-specific product. Start with custom portfolios or contact.

The next step is a conversation, not a commitment.

Discovery calls with Rusty are confidential and fiduciary. Bring the questions you have been carrying. We typically work with households that have $1,000,000 or more to invest.

Meet with RustyContact the office