Vis Wealth Partners

Vis Wealth Partners Vis Wealth Partners is the architects of our client's financial dream homes. CRN202506-2606740.

At Vis Wealth Partners we implement holistic, comprehensive, and uniquely designed solutions for each individual and family.

09/01/2026

Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
08/27/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance...
08/25/2026

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

September is Life Insurance Awareness Month — a reminder that for business owners, life insurance can help protect more ...
08/20/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/18/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/45uASbY

08/13/2026

Click to see long-term care costs by state and care type, and find out how your area compares to the rest of the nation: http:/ltccostsmmdba.hvsfinancial.com

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/11/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

08/06/2026

Retirement plans aren’t just for big companies. Let’s talk about all your options.

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.
08/04/2026

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
07/30/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Address

254 Commercial Street, Suite 245
Portland, ME
04101

Opening Hours

Monday 7am - 6pm
Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm

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