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Tax-Focused Investing

Tax-Focused Investing

We create strategies that are tailored to your needs and goals.

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Risk Management

Risk Management

Years of experience have prepared us to guide you through your life transitions.

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Legacy Planning

Legacy Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management

Wealth Management

We create strategies that are tailored to your needs and goals.

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Retirement Planning 

Retirement Planning 

Years of experience have prepared us to guide you through your life transitions.

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Value Added Services

Value Added Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Rod Black 

Rod Black 

Financial Advisor

rblack@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Rod's full bio.
Anthony Black

Anthony Black

Director of New Business

ablack@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Anthony's full bio.
Taylor Black

Taylor Black

Director of Marketing

tblack@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Taylor's full bio.
Bonnie McLellan

Bonnie McLellan

Administrative Assistant

bomclellan@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Bonnie's full bio.
Stephanie Black

Stephanie Black

CRM Specialist

sblack@bangorwm.com

Phone: 207-942-8086

Fax: 207-942-0207

Click here to read Stephanie's full bio.
Meet the family.

Meet the family.

Bangor Wealth Management is a family

owned and operated business. When visiting the office,

it's likely one of the kiddos will greet you at the door! 

Click here to meet the family!

Let's get started today.

Our three-step approach puts you in the driver's seat and ensures that you understand the unique retirement plan that we'll customize for you. 

Discover

We’ll take the time to discover what is important to you. What do you want to accomplish? What concerns do we want to try to eliminate and what opportunities should we explore?

Design

Once we understand what is important to you, we’ll design a plan that is unique to you. Most importantly, we want to make sure you understand it entirely so you can have confidence in it moving forward.

Deploy

After your plan has been carefully designed, we will put the plan in action. The implementation phase of the financial planning process is an important step.

Content we find helpful.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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