Our History

A Maine Company with Maine Principles

Means Wealth Management is the oldest wealth management and retirement planning firm in Central and Northern Maine. We have been building a strong reputation in Maine since our inception in 1935. We were founded on the four principles of:

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Honesty

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Integrity

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Character

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Customer Service

With these principles, our company can provide a relationship unlike any other in the investment business. We strive to deliver the quality of advice, additional value and superior service that can make a difference both financially and emotionally.

It is our mission to make you feel comfortable while also helping you set and meet reasonable financial goals and objectives. Here at Means Wealth Management, we take the time to get to know you, your family and your aspirations in order to personalize an investment portfolio that's right for you. 

If you are a seasoned investor or just beginning, our goal is to help you reach yours. Whether it's saving for your children's education, maximizing retirement assets or taking that dream vacation, we can help make it happen with a strong wealth management plan.

2014: Our New Look!

It is with great excitement and some sadness that we share with you a big change for 2014. After 78 years as first David G. Means and then Means Investment Company, we have changed our name to Means Wealth Management. In addition to the new name, we also have a new logo. Please be on the lookout for correspondence (statements, confirms, etc.) from Means Wealth Management in the future. As you can see, our new web address is now www.meanswealth.com. We hope you enjoy the look of our new site!

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Means Wealth Management is the oldest wealth management and retirement planning firm in Central and Northern Maine. We have been building a strong reputation in Maine since our inception in 1935. We were founded on the four basic qualities of:

M  
Honesty
M  
Integrity
M  
Character
M
 
Customer Service
     

With these principles, our company aims to provide a relationship unlike any other in the investment business. We strive to deliver the quality of advice, additional value and superior service that can make a difference both financially and emotionally.

It is our mission to make you feel comfortable while also helping you set and meet reasonable financial goals and objectives. Here at Means Wealth Management, we take the time to get to know you, your family and your aspirations in order to personalize an investment portfolio that's right for you. 

If you are a seasoned investor or just beginning, our goal is to help you reach yours. Whether it's saving for your children's education, maximizing retirement assets or taking that dream vacation, we can help make it happen with a strong wealth management plan.