Giving Back
Making an Impact Beyond Financial Planning
Community involvement is central to who we are as a practice and as a family. We believe wealth carries a responsibility to strengthen the communities that support us.
Local Causes we actively support:
- Toys for Tots
- Portland Boxing Club
- St. Peter’s Church
- Carrabassett Backcountry Challenge
Key Commitments
Sugarloaf Charity Summit
Presenting sponsor for 5+ years of this premier cancer fundraising event where we’ve help raised over $4mm.
Maine Heart Association
Both partners serve on the Executive Leadership Team, advancing heart disease prevention and research.
University of Southern Maine Alumni Engagement Council
Board membership supporting education and student success.
Falmouth Land Trust
Leadership supporting conservation and environmental stewardship in our community.
