In The News


Date Title Description
May, 2016 Special Event
Casco Bay Wealth Advisors is holding an “Aging with Dignity” seminar, which will include a panel discussion with local experts covering the topics of various types of care, financial considerations, family communication, and legal issues. The seminar will be held May 24 from 10:00 am to 11:30 am at our Brunswick office. Please call 207-245-6200 if you have questions.
 
November, 2015 Press Release
Casco Bay Wealth Advisors announced that the first year of its charitable giving program, CBWA Investing In The Community, came to a successful completion. Six deserving, diverse local non-profit organizations were the beneficiary of the program.
 
September, 2015 Brad's Visit
Brad MacMillan, Chief Investment Officer of Commonwealth Financial Network, visited our Brunswick office to discuss the latest economic and financial trends. If you are interested in hearing Brad’s up-to-date comments, please click here.
 
July, 2015 Press Release
Casco Bay Wealth Advisors recently made a donation to the Fryeburg, Maine Rescue Bicycle Helmet Program. This program provides hundreds of free helmets to children and adults in the community, in addition to safety education.
 
April, 2015 Press Release
Casco Bay Wealth Advisors continues our involvement in the community with a recent donation to the Maine Chapter of the Nature Conservancy (TNC) based in Brunswick, ME. This donation was of the “Cadillac” level which made us a member of the Corporate Conservation Council of Maine.
 
February, 2015 MPBN Sponsorship Casco Bay Wealth Advisors is now a proud sponsor of Maine’s Public Broadcast radio station, MPBN (Channel 90.1 in the Portland area). You can hear our advertisement several times per week or click one of these two links to hear it now.
CBWA MPBN radio ad 1
CBWA MPBN radio ad 2
 
January, 2015 Press Release  Casco Bay Wealth Advisors announces the establishment of its charitable giving program CBWA Investing In The Community.
December, 2014 Press Release Casco Bay Wealth Advisors announces Sheila Menair achieves the Certified Divorce Financial Analyst (CDFA) designation.
October, 2014 Press Release Casco Bay Wealth Advisors (CBWA) hosted "Planning for Healthcare in Retirement" seminars in Freeport and Lovell. 
July, 2014 Press Release Today, Casco Bay Wealth Advisors (CBWA) announced the opening of their new offices in Auburn, ME.
July 10, 2014 Press Release Casco Bay Wealth Advisors formally celebrated the successful launch of its new firm with an open house at their offices in Brunswick and Portland last month. View our pictures from our events.
May 23, 2014 Press Release Casco Bay Wealth Advisors will formally celebrate the successful launch of its new firm with an open house at their office in Portland, Maine on Thursday, May 29.
May 16, 2014 Press Release Casco Bay Wealth Advisors will formally celebrate the successful launch of its new firm with an open house at their office in Brunswick, Maine on Thursday, May 22.
March 17, 2014 Income Tax Filing Help Three experts including our very own Christian Bishop offer advice on filling out your 2013 tax forms as the IRS deadline for filing is less than one month away.
February, 2014 Press Release Casco Bay Wealth Advisors announced that Sheila S. Menair has joined the company as a Financial Advisor located at the Brunswick office.
December, 2013 Press Release Casco Bay Wealth Advisors announced the opening of three offices in Maine.
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