BRUNSWICK — Casco Bay Wealth Advisors formally celebrated the successful launch of its new firm with an open house at its offices in Brunswick and Portland. Close to 100 people were recently treated to art exhibits by local artists, hors d’oeuvres and refreshments.
“Attendance at the open houses exceeded our expectations. It gave us a way to not only tell our story, but to showcase our new offices which were designed with this exhibit space in mind,” said Christian Bishop, principal for Casco Bay Wealth Advisors.
“We continue to look for unique ways to engage not only our clients, but the entire community in our work,” Bishop continued. “The ability to have local artists on display was an important feature for us.”
Founded by six financial advisers previously with Northeast Financial Services, the firm opened its doors in December of 2013. Casco Bay Wealth Advisors’ focus is on helping to manage all aspects of their clients’ financial lives, from retirement planning to risk management to taxation. With 125 years of combined financial industry experience, the firm has grown since its formation at the end of last year.
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.
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