Press

January 22, 2024: in this Mainebiz article, Katie discusses strategies to help you take the first step to retirement planning — in your 20s

Navigating your 20s can be difficult especially when it comes to knowing the ins and outs to plan for your future. Retirement may seem far away but the time to start saving is now. 

Mainebiz spoke with experts in the finance industry on how to start saving in your 20s. Here are some tips so you can feel less overwhelmed while starting to plan for your future.

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April 20, 2023: Golden Pond Wealth named to Forbes 2023 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 third consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.

The Forbes Best-In-State Wealth Advisor 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.

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October 3, 2022: Katie Brann, CFP® named to 2022 Mainebiz Nextup: 40 Under 40 list

We are proud to share the news that Katie Brann, CFP® has been named to the 2022 Mainebiz 40 under 40 list. This award recognizes dynamic young business and community leaders who are leading the way to shape Maine's future economy. We are grateful that she is a vital member of our team helping to shape your financial future.

Based on selections by MaineBiz judges panel from reader nominations. This award is not representative of the views of clients and is not indicative of future performance or services.

 

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April 20, 2022: Golden Pond Wealth named to Forbes 2022 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 third consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.

The Forbes Best-In-State Wealth Advisor 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.

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November 15, 2021: Katie Brann named CMGC/ KV Connect's 2021 Emerging Leader of the Year

Central Maine Growth Council and KV Connect are pleased to present their 2021 Emerging Leader of the Year Award to Mrs. Katie Brann

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May 31, 2021: In this Mainebiz article, Katie discusses what she likes most about being a financial advisor

Banking isn't the only career path for people with an interest in financial services. Wealth business offers wealth of opportunities

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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. 

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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

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February 22, 2021: Brian Bernatchez interviewed in Mainebiz about art and money matters

Picture this: Art collectors keep Maine artists, dealers busy during pandemic

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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.

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May 4, 2020: Katie Brann interviewed in Mainebiz about women in wealth management

"Portfolio shift: More Maine women make their mark in wealth management"

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March 31, 2020: Brian Bernatchez interviewed in Mainebiz about financial market turmoil

"Waterville wealth firm invokes Buffett playbook in crisis response"

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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

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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.

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November 28, 2016: Brian Bernatchez interviewed in Mainebiz about the new fiduciary rule

Banks, wealth management firms gear up for new fiduciary rule

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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

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