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Maine

South Carolina

History of Means Wealth Management Women and Investing Our Process It May Be Time for a Financial Checkup

Means Wealth Management

A Higher Standard of Wealth Management

Means Wealth Management is a proudly independent firm that goes above and beyond to serve our clients. Grounded in a fiduciary duty to protect your best interests, we craft holistic solutions tailored to your goals while providing a higher standard of personal service.

About Means Wealth Management

“It takes years to build a reputation and only a second to lose it.”

David G. Means, Founder

These words have guided our work since 1935. As one of the oldest and most respected wealth management firms in Maine, we help clients achieve their financial objectives with dynamic strategies, time-tested principles, and a deep belief in personal service.

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There’s no obligation and no pressure — just honest advice, genuine care, and outstanding service.

Mission

See what drives us to deliver exceptional client service each and every day.

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Services

Discover the array of financial solutions and strategies available to our clients.

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Process

Explore our proven process to craft and refine your personalized solutions.

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Security

Understand how our firm keeps your finances and personal information safe and secure.

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Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.