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Bangor Office
802 Stillwater Avenue
Bangor, ME 04401

Presque Isle Office
3 Houlton Road, Suite 1
Presque Isle, ME 04769

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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

Your Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.