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PortlandWealth management

Wealth Management
100 Middle Street
2nd Floor, East Tower
Portland, ME 04101
T 207.541.2200
F 207.774.2375

While our physical office locations are all closed due to the COVID-19 pandemic, we are working remotely and ready to help you in every way that we can. Please contact us at We're here to help.

Achieve your goals and gain financial confidence

Located in the heart of the Old Port, our wealth management team delivers financial planning, investment management, insurance, and other wealth management services to help you build the future you envisioned. 

Whether it’s growing your assets, protecting your income, adapting to life’s changes, or building an estate plan, we can help you navigate your journey to financial independence.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, PA, SC, TX, VT, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®, Member / Investment advisory services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, LLC, a Maine and New Hampshire licensed investment adviser. Advisory services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency or BerryDunn Wealth Management, LLC. 

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