Wealth Management

Wealth Management

You’ve poured your heart and soul into building a career, planting your roots, and growing a family. Polish up your plan as you slide – or cannonball fearlessly – into whatever the future holds.

Androscoggin Financial Services

When you need to make important financial decisions, we’ll navigate you through the complexities and provide you with the right services to ensure you meet your unique financial goals.

Investment services offered through the team at Androscoggin Financial Services include:

  • Corporate Retirement Plan Consulting
  • Financial Planning
  • Investment Solutions
  • Portfolio Management
  • Retirement Planning
  • Risk Management

Portland Trust Company

Portland Trust Company (PTC) opened in July 2015 as a non-depository trust company, and it now operates out of offices in Portland and Lewiston. Portland Trust Company’s principal owners are Androscoggin Bank and two of the top wealth management professionals in Maine: James MacLeod of Yarmouth, President, and Amelia Kurtz of Scarborough, Chief Executive Officer.


Not FDIC Insured | No Bank Guarantee | May Lose Value

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Androscoggins Bank and Androscoggin Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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