| Date |
Title |
Description |
|
| December, 2018 |
Special Event |
Our holiday celebration in Brunswick included a brief presentation by two representatives of the Mid-Coast Veteran’s Council. Our firm made a corporate donation, and many of our guests also made donations. |
|
| November, 2018 |
Press Release |
Casco Bay Wealth Advisors hires Katie Lewis as a Client Services Manager |
|
| March, 2018 |
Press Release |
Today, Casco Bay Wealth Advisors announced Sheila Menair is now a Principal of the firm. |
|
| December, 2017 |
Press Release |
Today, Casco Bay Wealth Advisors announced their team of financial consultants has created a range of proprietary Socially Responsible Investment models. |
|
| October, 2017 |
Special Event |
Casco Bay Wealth Advisors was one of the corporate donors to the Fryeburg Rescue Bike Helmet giveaway at this year's Fryeburg Fair. Steve Goldsmith, a Principal at Casco Bay Wealth Advisors, states, "This important program provided over 1,400 free bicycle helmets to children and a few developmentally handicapped adults over eight days. Volunteers helping to fit helmets were rewarded with big smiles from the children proudly wearing their new helmets." |
|
| October, 2017 |
Press Release |
Casco Bay Wealth Advisors Names Gregory Choquette as Financial Consultant. |
|
| August, 2017 |
Special Event |
A group of clients enjoyed lunch, and listened to an economic and financial update by Brad McMillan, Chief Investment Officer of Commonwealth Financial Network®. If you are interested in hearing Brad’s up-to-date comments, please click here …. |
|
| 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 A.M. to 11:30 A.M. at our Brunswick office. Please call 207-245-6200 if you have questions. |
|
| November, 2015 |
Press Release |
Casco Bay Wealth Advisors (CBWA) announced that the first year of its charitable giving program, CBWA Investing in the Community, came to a successful completion. Six deserving, diverse, local nonprofit organizations were the beneficiaries of the program. |
|
| September, 2015 |
Brad's Visit |
Brad McMillan, 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 as well as safety education. |
|
| April, 2015 |
Press Release |
Casco Bay Wealth Advisors continues its involvement in the community with a recent donation to the Maine Chapter of the Nature Conservancy based in Brunswick, Maine. 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.
|
|
| 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 that Sheila Menair achieved the Certified Divorce Financial Analyst designation. |
|
| October, 2014 |
Press Release |
Casco Bay Wealth Advisors hosted "Planning for Healthcare in Retirement" seminars in Freeport and Lovell. |
|
| July, 2014 |
Press Release |
Today, Casco Bay Wealth Advisors announced the opening of their new offices in Auburn, Maine. |
|
| 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. |
|