Value-Added Services
Financial planning extends far beyond investments and retirement accounts. Often, the most meaningful decisions happen in the everyday moments and life transitions that shape your financial journey.
Through our Value-Added Services, we provide additional resources, education, guidance, and support to help simplify your financial life and connect the many pieces of your plan. Whether you need a simple notary service, help navigating an important decision, or a deeper planning conversation during a major life transition, we are here to support you.
As a family-run firm, we understand that life does not always fit neatly into a schedule. That is why our office is designed to welcome the whole family. Children are always welcome in our space, and their laughter is part of what makes our office feel like home.
For important conversations that require your full attention, we are happy to provide childcare support during appointments so you can be fully present without the added stress of arranging care.
Because financial planning is about people, not just numbers, we believe the experience should feel comfortable, personal, and built around your life.
The Value of a Good Teacher
We appreciate the philosophy that financial professionals should help people understand their financial lives, not simply tell them what to do.
We believe in that responsibility.
Our goal is to help you understand your options, ask better questions, and make informed decisions.
We may not have every answer ourselves. But we can often help you identify the questions that need to be answered and connect you with professionals who may be able to help.
The Value of a Strong Network
We believe in the power of relationships.
Over time, we have developed relationships with professionals in a variety of areas, including accounting, law, insurance, and other fields.
When appropriate, we may help facilitate connections with professionals who may be able to assist with a particular need.
Our goal is not to replace the other professionals in your life.
It is to help create a more connected team.
We Strive To Always Bring You More Value
The process we follow is called the ViewPoint FORMula. Once you've partnered with Bangor Wealth Management, we enter into a lifelong relationship and cycle of discovering your (ever-changing) situation, designing plans that work, and deploying solutions. Our services include Value-Added Services because we hope to bring you extra support as life unfolds, outside of what's typically expected.