Broker Check
Call Us Today 800-696-3267

Maine

South Carolina

History of Means Wealth Management 9 Investment Pitfalls 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.

Learn More About Us

Reach Out to Learn More & Schedule a Consultation

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.

Read More

Services

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

Read More

Process

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

Read More

Security

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

Read More

Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.