Our Process

The ViewPoint FORMula

The ViewPoint Formula integrates a “complete picture” approach to financial planning. This process integrates wealth/investment management alongside other critical pillars within the financial planning process like risk and debt management, retirement income planning, tax management, and legacy/charitable giving.

The ViewPoint Formula is strategically designed to adjust and review the plan as your life unfolds. We know that you’ll experience a number of critical life events throughout the course of our relationship; we’ll be by your side to guide you through each of them.

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Our Statement of Intention

Bangor Wealth intends to provide personalized financial planning in a warm and inviting environment, to clients who value advice and are engaged in our process. With a balanced and easy to understand voice, we ensure our clients feel well informed and cared for providing them with partnership and purposeful direction about their future through a process called the ViewPoint Formula.

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.

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