Press
May 31, 2021: Katie discusses what she likes most about her job
Banking isn’t the only career path for people with an interest in financial services. Wealth business offers wealth of opportunities
May 8, 2021: On Katie's first Mother's Day, she reflects on pandemic motherhood
Mother's Day 2021 is the first for these central Maine mothers, who experienced challenges and rewards during this unprecedented times.
March 8, 2021: Katie Brann earns the Certified Financial Planner, CFP® Designation
The CFP® designation identifies those advisors who have met the rigorous experience and ethical requirements of the CFP® Board
February 22, 2021: Brian Bernatchez interviewed in Mainebiz about art and money matters
Picture this: Art collectors keep Maine artists, dealers busy during pandemic
February 11, 2021: Golden Pond Wealth named to Forbes 2021 Best-In-State Wealth Advisors List
We are proud to share that our founder and managing director, Brian Bernatchez, CFP, has been named to the Forbes Best-In-State Wealth Advisors list. Although Forbes recognizes the individual financial advisor, being named to the list for the second consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.
May 4, 2020: Katie Brann interviewed in Mainebiz about women in wealth management
"Portfolio shift: More Maine women make their mark in wealth management"
March 31, 2020: Brian Bernatchez interviewed in Mainebiz about financial market turmoil
"Waterville wealth firm invokes Buffett playbook in crisis response"
February 14, 2020: Bert Languet interviewed in the Morning Sentinel about volunteering in the community
The ‘Iceman’ is a role model of the finest kind
April 22, 2018: Holly Caron interviewed in the Morning Sentinel about receiving the 2017 'Customer Service Award'
Holly Caron, a longtime customer service associate at Golden Pond Wealth Management, is the 2017 recipient of the Mid-Maine Chamber of Commerce Customer Service Stardom Award.
November 28, 2016: Brian Bernatchez interviewed in Mainebiz about the new fiduciary rule
Banks, wealth management firms gear up for new fiduciary rule
March 24, 2014: Brian Bernatchez interviewed in Mainebiz about the growing business of wealth management
Investors wanting more personalized and local management advice than they can get with large Wall Street firms