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207.245.6200
Access Your Account
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 * Home
 * WHO WE ARE 
   * Meet Our Team
   * In the News
   * Community
 * WHAT WE DO 
   * Our Services
   * SRI Investing
   * FAQ
 * RESOURCES 
   * Market Update
   * Calculators
 * BLOG
 * CONTACT US
 * EVENTS

Access Your Account



CASCO BAY WEALTH ADVISORS



Objective Financial Planning for the Future You Envision

Our commitment to every relationship is why we believe our clients entrust us to
guide their financial lives and recommend us to their families and friends to do
the same for them.

Explore Our Services




... no copy here ...




... no copy here ...


A TEAM THAT IS COMMITTED TO YOU



Our success is measured by how well we help you achieve your financial
objectives, and we expect to be held to the highest standards.

Meet The Team


WHATEVER YOUR FINANCIAL SITUATION, WORKING WITH CASCO BAY WEALTH ADVISORS CAN
HELP YOU PURSUE YOUR GOALS.



You will find an objective financial planning and investment partner who can
help integrate all the unique aspects of your financial life into a total
investment solution—so you can feel confident in the steps you are taking toward
the future you envision.


INVESTMENT MANAGEMENT




We create custom investment allocations to fit your personal goals. These are
monitored quarterly to make sure your investments continue to serve your
changing needs.


RETIREMENT PLANNING

Retirement planning involves evaluating your current financial standing and
creating an accumulation strategy that will help to ensure a desired retirement
lifestyle.


TAX PLANNING

Tax planning considers the tax implications of individual, investment, or
business decisions, usually with the goal of minimizing tax liability. 

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INDEPENDENT, COLLABORATIVE FINANCIAL PLANNING, WHERE YOU COME FIRST.


Schedule a meeting and let us help plan for the future you envision.

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SPEAK WITH A PROFESSIONAL



Let's begin the discussion. Submit this form to schedule an initial
conversation. We'll use what we learn to match you with the right financial
professional for your background and requirements.

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 * WHO WE ARE
   * Meet Our Team
   * In the News
   * Community

 * WHAT WE DO
   * Our Services
   * SRI Investing
   * FAQ

 * RESOURCES
   * Market Update
   * Calculators

 * BLOG

 * CONTACT US

 * EVENTS

CONTACT

Office: 207.245.6200

5 Fundy Road

Ste. 2C

Falmouth, ME 04105

lcouper@cascobaywa.com

QUICK LINKS

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 * Estate
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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network |
Copyright 2024 Casco Bay Wealth Advisors



Casco Bay Wealth Advisors 5 Fundy Road, Ste. 2C, Falmouth, ME 04105 |
P 207.245.6200



The Financial Advisor(s) associated with this website may discuss and/or
transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of
any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial
Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance
products and services are separate from and not offered through Commonwealth
Financial Network®.

Information presented on this site is for informational purposes only and does
not intend to make an offer or solicitation for the sale or purchase of any
product or security. 

Form CRS: Client Relationship Summary

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