Stone from Harpswell bridge becomes bench in Brunswick

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Cribstone Connection by Ben Goodridge
Times Record Staff
Brunswick

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A stone taken from the Cribstone Bridge was auctioned off a few weeks ago and placed on the property of Cribstone Capital Management in Brunswick on Thursday for use as a bench.

The bridge, which was built in 1928 and connects Orr’s and Bailey islands, underwent extensive renovations in 2009. Many stones were leftover and bought by Linkel Construction Inc. Owner Lance Linkel donated one of the ...

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Voices: What to Say to Clients Who Are Contemplating a Second Home

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People need to be clear on whether they are making an investment or a personal purchase, says this adviser

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Scott Upham is managing partner and director of wealth management at Cribstone Capital Management LLC in Augusta, Maine. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community.

My firm is based in Maine, one of several hot spots around the country for people seeking second homes. ...

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Cribstone Team Retreat

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High on the top of Point Lookout, with views of Penobscot Bay in the background, the Cribstone Team spent a recent Friday evening and Saturday at a firm retreat contemplating and discussing many issues on your behalf. It’s been close to one year since we became an independent firm with the goal of fulfilling our mission to improve the financial well-being of people. Technology, compliance, confidentiality, teamwork and investment process were just some of the subjects we covered. Most importantly, ...

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Property Management: Advisors Maintaining Family Compounds

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Financial Planning – 1-4-16

By Kathy Kristof

When ranking the top niches in wealth management, specializing in maintaining family compounds is not likely to break the top five.

But if a financial planner happens to work near the scenic coast of Maine — or, for that matter, in any of the many hamlets nationwide where several generations share a single piece of real estate — it’s a niche well worth mining, says Scott Upham, managing director of Cribstone Capital Management in Augusta, Maine.

Whether ...

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Cribstone Capital Management partners with Dynasty

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MaineBiz – 5-19-15

BY LORI VALIGRA

Cribstone Capital Management, which on May 1 became independent and is longer associated with Ameriprise Financial, later in the month partnered with Dynasty Financial Partners, a New York-based developer of high-end, open architecture wealth management solutions and technology.

Dynasty will help Cribstone transition into an independent registered investment adviser firm, said Scott Upham, co-founder of Cribstone and the company’s managing partner and director of wealth management.

Cribstone, named after the granite bridge linking Bailey and Orr’s ...

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Dynasty Financial Partners collaborates with Cribstone Capital Management

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Bangor Daily News – 5-13-15

Team Photo 1192-2 copy

BRUNSWICK, Maine — Dynasty Financial Partners has announced its partnership with Cribstone Capital Management, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology.

Financial adviser Scott Upham co-founded Cribstone Capital Management more than two years ago.  Now, together with Partner and Investment Strategist, Odette Galli,  Upham has ...

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Trio From Ameriprise, LPL Launch Independent RIA In Maine

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Eliane Chavagnon, Editor – Family Wealth Report, May 12, 2015

A new RIA has been launched in Maine, leveraging Dynasty’s wealth management and technology platform.

Dynasty Financial Partners has added Maine-based Cribstone Capital Management to its network of independent investment advisory firms.

Team Photo 1192-2 copyFinancial advisor Scott Upham co-founded Cribstone around two years ago and now – with partner and investment strategist, Odette ...

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Ameriprise, LPL Advisors Team Up for New Dynasty-Linked RIA

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Scott FUND FIRE
Two Ameriprise Financial advisors and another from LPL Financial are forming a three-person independent advisor team with $425 million in assets under advisement, by linking up with Dynasty Financial Partners.
Scott Upham
Cribstone Capital Management is composed of co-founder, managing partner and director of wealth management Scott Upham, as well as partner and director of investment strategies Odette Galli. ...

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Why quiet co-breakaways of LPL and Ameriprise advisors in Downeast Maine speaks so loudly to Shirl Penney

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RIABIZ – 5-12-15

Penney, who arrived in New York in a $13 suit and built Dynasty, is reconnecting with his home state by signing on a Brunswick breakaway

Brooke’s Note: I was born in Portland, Maine. I spent many summers in the 1970s and into the 1980s baiting irons on Freeport lobster boats, digging bushels of Harraseeket clams and shooting — and missing — in the direction of Pownal deer. I went to very Maine schools with very bad-smelling hot lunches ...

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