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 …
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 …
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 …
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. …