Bar Harbor Wealth Management

Bar Harbor Wealth Management We've been guiding our clients through life’s financial events since 1887.

11/05/2024

Suzanne Moffatt has joined Bar Harbor Wealth Management as Senior Vice President, Senior Wealth Manager. Using her 40 years of experience in the financial services industry, she helps clients achieve their retirement and estate planning goals. Suzanne also has extensive experience providing wealth management services tailored to the needs of nonprofit organizations. Read more at https://bit.ly/40wEMjb.

09/06/2024

Retirement is a destination, and it's important to know how you'll get there. is the perfect time to look at your retirement goals and make sure you're taking the right steps to make your post-employment dream a reality. Need some guidance? The Bar Harbor Wealth Management team can help you create the retirement plan that is right for you. Learn more at https://bit.ly/3EKVD4l.

The Hattie A. & Fred C. Lynam Trust recently awarded $136,000 to 44 Mount Desert Island organizations. The Lynam Trust, ...
01/31/2024

The Hattie A. & Fred C. Lynam Trust recently awarded $136,000 to 44 Mount Desert Island organizations. The Lynam Trust, managed by Bar Harbor Wealth Management, awards grants each year to support charitable, religious, and educational organizations serving the people of MDI. Read more at https://bit.ly/49aFeov.

Lauren Mersereau, CFP® has joined Bar Harbor Wealth Management as Vice President, Senior Wealth Manager. Using her knowl...
11/28/2023

Lauren Mersereau, CFP® has joined Bar Harbor Wealth Management as Vice President, Senior Wealth Manager. Using her knowledge and more than 20 years of experience in wealth management, she help clients develop and maintain strategies to help them meet their long-term financial goals. Read more at https://bit.ly/3Gcv8qK.

Shawn Foley has joined Bar Harbor Wealth Management as Senior Vice President, Senior Portfolio Manager. He uses his exte...
05/16/2023

Shawn Foley has joined Bar Harbor Wealth Management as Senior Vice President, Senior Portfolio Manager. He uses his extensive investment expertise, which includes 25 years of wealth management experience as a portfolio manager, to develop and execute investment strategies to help clients achieve their long-term financial goals. Read more at https://bit.ly/3MhJNol.

Winning at Scrabble and managing your finances have something in common; both require a strategy. Let Bar Harbor Wealth ...
04/13/2023

Winning at Scrabble and managing your finances have something in common; both require a strategy. Let Bar Harbor Wealth Management help you develop a strategy to achieve your financial goals. Our financial planners can help you assess your assets and resources and balance them against estimated future financial needs. We'll help you create a comprehensive roadmap that will get you where you want to go. We call that a W-I-N. Learn more at http://bit.ly/3LtKL0C.

Holly Kresiak has joined Bar Harbor Wealth Management as Vice President, Senior Wealth Manager. Using her 22 years of ex...
04/07/2023

Holly Kresiak has joined Bar Harbor Wealth Management as Vice President, Senior Wealth Manager. Using her 22 years of experience in retail banking and wealth management, she provides comprehensive services and solutions to clients and prospective clients to help them meet their overall financial goals and objectives. Read more at https://bit.ly/3mdzc3p.

01/25/2023

Cathleen Sullivan has joined Bar Harbor Wealth Management as Assistant Vice President, Associate Wealth Manager. Using her 25 years of wealth management experience, she works with clients to define their long-term financial goals and objectives and then develop a comprehensive financial plan to achieve those goals. Read more at https://bit.ly/3XuW5g1.

11/30/2022

The Hattie A. & Fred C. Lynam Trust recently awarded $140,000 to 44 Mount Desert Island organizations. The Lynam Trust, managed by Bar Harbor Wealth Management, awards grants each year to support charitable, religious, and educational organizations serving the people of MDI. Read more at http://bit.ly/3VkkuDB.

Acadia Handbell Choir Acadia Senior College Acadian Youth Sports ArtWaves MDI Bar Harbor Food Pantry Bar Harbor Historical Society Barn Arts Camp Beech Cliff The Common Good Community Conners Emerson PTSA Island Connections Island Housing Trust Jesup Memorial Library Kids' Corner, Community-Based Childcare Center The Maine Granite Industry Historical Society Museum MDI Backpack Program MDI Community Sailing Center MDI Hospital Mount Desert Island YMCA YWCA MDI Mount Desert Nursery School Mount Desert Nursing Association Mount Desert Summer Chorale The Neighborhood House Northeast Harbor Library Open Table MDI Seal Cove Auto Museum Southwest Harbor Historical Society Southwest Harbor-Tremont Ambulance Summer Festival Of The Arts Tremont Historical Society & Country Store Museum Wendell Gilley Museum Whistle Pig Farm Willowind Therapeutic Riding Center

10/11/2022

Robert Freese, CFP® has joined Bar Harbor Wealth Management as Vice President, Wealth Manager. Using his 20 years of experience in the financial services industry, he works with clients to define their long-term financial goals and objectives and then develop a comprehensive financial plan to achieve those goals. Read more at https://bit.ly/3MqVszL.

Address

135 High Street
Ellsworth, ME
04605

Telephone

+18886755244

Website

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