Building and managing handcrafted portfolios which are both efficient

Family Focused and Independent Since 1996

Market Update - June 2026

The major stock market indexes have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement. While the macro backdrop remains mostly constructive, valuations are elevated by most traditional metrics, and oil remains near $100 with the Strait of Hormuz still closed. Is the stock market pricing in too much good news?

Read complete market update here

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From market talk to financial planning strategies to non-profit spotlights, Set Sail is created to keep you connected to what's happening within our office.

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Align Your Investments with Your Values

Our advisors have more than two decades of experience in sustainable (ESG) investing.

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Committed to the Community

It is our great privilege and responsibility to give back to Central Maine and beyond.

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Welcome to Golden Pond

In Maine, the rugged natural beauty of our lakes, mountains and coast is complemented by the core values of our people - honesty, hard work and independence. You have worked hard to accumulate your nest egg and deserve a disciplined approach in seeking to grow and preserve it. Our unyielding focus is on you and your family. Rooted in sophisticated strategies, our steadfast approach can be your guide when faced with important financial decisions during times of emotional stress and market fluctuation.

A Message from our Founder

*The Forbes Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Investment Management

Efficient, transparent, and tailored portfolios designed with time-tested asset allocation strategies.

ESG Investing

Integrating environmental, social, and governance (ESG) factors with traditional investment analysis to create socially-screened portfolios that align with your values.

Wealth Planning

Personalized plans crafted around your family’s goals, incorporating retirement, legacy, and philanthropic aspirations through collaboration with legal, insurance, and tax professionals.

Retirement Planning

Over 30 years of expertise in designing retirement income strategies for you and planning for future generations.

Articles of Interest

Head to our Article Library where we share the articles our advisors are publishing.

Article Library