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Gain perspectiveWealth management

Practical wisdom, straightforward advice

The BerryDunn wealth management team considers each client’s objectives, factors in life’s complexities, and shapes them into a straightforward financial plan. We use our extensive expertise to help you simplify, organize, and plan your financial future. Our team offers:

  • Experience in helping to clarify—and pursue—life goals. We take an objective look at your situation and work with you to craft a personalized financial plan, balancing investments with insurance to help you meet your short- and long-term objectives. We are structured to provide the personal attention of a boutique investment firm and the breadth and resources only available through the largest independent accounting firm in northern New England.
  • Solutions for executives, business owners, professionals, and family offices. Whether aligning business goals and personal financial decisions or managing the fiduciary duties of your company’s 401(k) plan, our team helps you make clear, informed decisions. 
  • Clarity and control during life transitions. We understand the concerns clients face at the crossroads of life, including retirement, job loss, divorce, illness, or the death of a partner. We work closely with clients to build financial confidence, alleviate anxiety, and create solid plans for a sustainable future. 
  • Independent, objective advice. Our team provides unbiased financial, wealth transfer, estate and business succession planning, as well as investment advisory and insurance services. 

To learn more, please contact our wealth management services team

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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