Mascoma Wealth Management
Finance · 11-50 Employees
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Overview
Revenue
<$5 MillionIndustry
About Mascoma Wealth Management
Mascoma Wealth Management, LLC offers comprehensive financial planning and wealth management services tailored for high-net-worth individuals and families. Their experienced team provides personalized guidance in areas such as retirement planning, tax strategies, estate planning, and charitable giving, all while maintaining a fiduciary commitment to their clients' best interests. The firm also emphasizes sustainable investing by offering environmental, social, and governance (ESG) investment options, reflecting their clients' values. With a strong foundation as part of a 126-year-old mutually owned bank, Mascoma Wealth Management integrates deep expertise and a community-focused approach to ensure long-term financial security for their clients.Explore more
SIC Code 62,628NAICS Code 52,523Show moreMascoma Wealth Management Org Chart
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Mascoma Wealth Management Tech Stack
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Mascoma Wealth Management, LLC offers comprehensive financial planning and wealth management services tailored for high-net-worth individuals and families. Their experienced team provides personalized guidance in areas such as retirement planning, tax strategies, estate planning, and charitable giving, all while maintaining a fiduciary commitment t... Read More
