Choice Wealth Advisors

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Located in Waterville, Maine near the banks of the Kennebec River, Choice Wealth Advisors provides wealth management advisory services, retirement income planning, trust and nonprofit endowment management and alternative investments to families, businesses and nonprofits throughout the state of Maine.

Our team has more than 50 years of combined experience within the financial services industry. All are active community members and natives of Maine. Our approach is inviting, helpful, compassionate, comprehensive and confidential.

Financial Investment Services Include:
Diversified Asset Allocation & Portfolio Management
Wealth Management Advisory Services
Retirement Income Planning
Trust & Nonprofit Endowment Management
Alternative Investments
Family Protection: Insurance, Estate & Trust Planning
Tax & Legacy Planning
Small Business Succession Planning