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Our Process

The ViewPoint FORMula

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. 


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


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


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.