Property Management: Advisors Maintaining Family Compounds

Financial Planning – 1-4-16

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 …

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Cribstone Capital Management partners with Dynasty

MaineBiz – 5-19-15

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 …

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Dynasty Financial Partners collaborates with Cribstone Capital Management

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 …

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Trio From Ameriprise, LPL Launch Independent RIA In Maine

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 …

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