News

November 27, 2017

By Maureen Milliken

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The report didn’t surprise anyone in the industry — the number of registered investment advisers in the U.S. increased again in 2016, and their assets under management increased at an even higher rate.

The news from the “Evolution Revolution” report, published annually by the Washington, D.C.-based Investment Adviser Association, wasn’t news to Maine’s registered investment advisers. The fiduciary-based field is growing in an industry buffeted in the past decade by scandal ...

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 ...

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 ...

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, ...

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 ...

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 ...

Bangor Daily News – 5-13-15

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, ...

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.

Financial advisor Scott Upham co-founded Cribstone around two years ago and now – with partner ...

Advisor IQ, May 12, 2015

Scott Upham is a wealth manager on a mission — and the conversion this week of $500 million-in-assets Cribstone Capital Management to RIA status is just part of his plan.

“We have the scale, the families we work with are overwhelmingly in favor, and now we’ve got the team,” managing partner Upham says of his firm. “It’s ...