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Maine

South Carolina

Honest vs Transparent History of Means Wealth Management 9 Investment Pitfalls Our Process

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

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.