Linking Tax, Legal, Philanthropic and Estate Planning Objectives

At Cribstone, we realize that many factors go into your investment decisions, which is why we manage your financial position, current and future goals from an all-inclusive perspective.

Coordinating relationships with your tax, legal and estate advisors enables us to provide efficient, transparent, creative solutions when building a diversified, long-term portfolio aimed at achieving a meaningful purpose for your accumulated funds.

Cribstone is proud to be the only independent Maine firm that uses this comprehensive assessment approach to construct a foundation for portfolio management.