Wealth Management

Dana Mitiguy, Vice President & Portfolio Manager

Dana Mitiguy, Vice President & Portfolio Manager


Our fundamental role is to help you with the business of your life – all aspects.

This means we are responsible for much more than thoughtful asset management. You should look to us to help you build a road map to improve your odds of achieving your life objectives. Let us worry
for you.

In the end, it is this proactive and collaborative effort of managing your wealth through the years where you’ll find we add value for you and your heirs in giving you clarity and confidence in the future.

If your circumstances warrant it, we also offer these separate services: Comprehensive Financial Planning, Trust Services, Personal Affairs Management.