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Our Firm

Bangor Wealth Management began with a simple vision: to create a meaningful second chapter built around serving others. What started as a retirement pursuit for Rod grew into something much more significant. As his children began building families of their own, the office became a place where generations could work together, share experiences, and prioritize what matters most—family. Today, our firm continues to be shaped by those values. We believe success is not only measured by what we accomplish professionally, but by the time we are able to spend with the people we love. 

As a family-owned and family-operated firm, relationships are at the heart of everything we do. We take the time to truly get to know our clients, their goals, values, concerns, dreams, and the people who matter most to them. We celebrate life's milestones alongside them and help navigate the challenges that inevitably arise along the way.

Our role extends beyond managing investments. We serve as trusted partners, helping clients make informed financial decisions that support both their financial well-being and their overall quality of life. Whether you're building wealth, preparing for retirement, navigating a major life transition, or planning the legacy you hope to leave behind, we're committed to walking alongside you every step of the way.

At Bangor Wealth Management, you're never just an account number. You are part of our extended family, and we're honored to help you along the way.

Our Core Values inform every decision we make. 

Education

Empower you to make wise financial decisions as a result of being well-informed about your options.

Empathy

We are committed to guiding you through life transitions as a caring financial partner.

Trust

Earning your trust is the most important thing to us. Your trust is never taken for granted as it becomes the cornerstone for the planning we do.

Our Team

Our Mission
WHY WE EXIST

At Bangor Wealth Management, our mission is to help individuals and families pursue financial confidence through trusted guidance, meaningful relationships, and comprehensive planning. As a family-owned firm, we are committed to serving our clients with integrity, compassion, and excellence. We believe true wealth is about more than money; it's about living a life of purpose.

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Every great financial plan starts with a conversation. Schedule your complimentary Fit Meeting, get to know our team, and discover how we can help you move towards your goals.

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