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Mascoma Wealth Management

Mascoma Wealth Management

 
 
 
 
 
 
 
 
 
 
 

Mascoma Wealth Management

180 Battery Street
Burlington, VT 05401 | map | directions

When your company is chartered to improve the lives of its customers, “putting you first” is much more than a slogan—it’s the breathing heart of everything we do. We’re not here to serve stockholders, we’re here to help you reach your financial goals.

Mascoma Wealth Management, LLC is a wholly owned subsidiary of Mascoma Bank and an SEC registered investment advisor that provides customized investment portfolios and ongoing investment management.
Our team creates a comprehensive financial plan for you and designs an investment portfolio that supports that plan. No matter how your financial situation and goals evolve, we will partner with you over the long term to update your financial plan and realign your portfolio on an ongoing basis to continue to meet your needs. 

Member Since: 2023
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 (Date: 2/29/2024)