MASCOMA WEALTH MANAGEMENT
SEC RegisteredUniquely Positioned Wealth Management
About the firm
Mascoma Wealth Management offers comprehensive financial planning as the foundation of everything it does, integrating the resources of a 126-year-old mutually owned bank with deep expertise and a fiduciary commitment. With offices in Hanover, New Hampshire; Burlington & Norwich, Vermont; and Portland, Maine, the firm serves clients across Northern New England. It operates as part of Mascoma Bank, a Certified B Corporation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal financial planning, discretionary investment management, trust services, retirement planning, private banking, tax planning, estate strategies, charitable giving, multigenerational wealth transfer, and ESG investment options.
Who they serve
High-net-worth individuals and families, as well as institutions and nonprofit organizations, seeking comprehensive wealth management and integrated financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 300 | $159M |
| High Net Worth Individuals | 122 | $302M |
| Charitable Organizations | 2 | $3.2M |
| State/Municipal Entities | 29 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of February 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MASCOMA WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.