• Putting You First

    When your company is chartered to improve the lives of its customers, “putting you first” is much more than a slogan—it’s the breathing heart of everything we do. We’re not here to serve stockholders, we’re here to help you reach your financial goals.

    Robert T. Boon, Senior Vice President

KNOWLEDGE, INSIGHT & EXPERIENCE

 

Mascoma Wealth Management, LLC is a wholly owned subsidiary of Mascoma Savings Bank and an SEC registered investment advisor that provides customized investment portfolios and ongoing investment management. Our team creates a personalized and broadly diversified investment portfolio for you.  No matter how your investment needs evolve, you will know there is one person who knows your investments and objectives that you can turn to when you have questions.

It’s About
Your Needs

We start by asking a lot of questions. Where are you now? Where do you want to go? How long do you want to take to get there? How have other advisors served you well? Where have they fallen short? What’s Important to you?

Kimberley Robinson, CFP®, ChFC®, Senior Portfolio Manager

Why Mascoma Wealth Management

 

FINANCIAL PLANNING

We help you understand your financial needs and help you craft a plan to get there.

RETIREMENT PLANNING

Together, we chart a plan for where you want to get to and what you need when you get there.

PERSONAL OBJECTIVES

We offer four different investment objectives ranging from income to growth to match your goals and preferences.

PROTECT YOUR WEALTH

Our investment strategy is focused on providing low volatility, consistent returns, and preservation of principal.

INDEPENDENT RESEARCH

All investment research is from independent firms with proven track records and no investment banking conflicts.

DIRECT ACCESS

You always have direct access to investment managers who take the time to explain what you are invested in and why.

SECURED BY FIDELITY

Assets and accounts are held by an independent firm, Fidelity Investments, providing an additional layer of security.

STRINGENT REVIEW

All investment activities are subject to internal committee reviews and subject to examinations by independent auditors and federal regulators.

LOW COST

Our market value fee structure means we are invested in you when you invest with us, and lower fees help you earn more.

EXPERIENCED TEAM

Our staff’s combined 100+ years of investment and financial experience allows us to provide value added advice on critical wealth planning issues.

MUTUALLY OWNED

As part of a mutual bank we put our client’s needs first, and the most important bottom line is yours, not that of a corporate stockholder.

COMMUNITY FOCUSED

We are committed to the community. We live here, we work here, and together we make our community a better place every day.

Smart Investors

Low fees and highly diversified Exchange Traded Funds (ETFs) are the key to delivering value for our clients. Simply put, whatever you pay in fees eats into your returns. To get the most of your investments, you want the best advice and guidance at the lowest cost.

Todd D. Allen, Senior Portfolio Manager

Resource Library

 

Our role at Mascoma Wealth Management is to put our knowledge to work for you. The more you know, the better we can help you. We’re here any time you have a question, but we also strive to share as much information with you as we can, so you can be informed investors.

Broad Diversification

An investment portfolio with eight to twelve different asset classes is almost always going to be more stable and deliver more consistent returns than one with only five or six. Diversification smooths out volatility and helps preserve wealth.

Bruce G. McLaren, Senior Portfolio Manager

Not FDIC Insured • No Bank Guarantee • May Lose Value • Not A Deposit • Not Insured By Any Federal Agency
Mascoma Savings Bank is not a registered broker dealer.

Designed by Nomad Communications