We have found our new home and a new name!
5 Fundy Road in
As of February 28th, 2019
Easier to drive - Plenty of free parking - Updated space to serve our valued clients
Our phone number
Please note that this is a change for some of you!
That’s not the only thing changing! When considering the future, we wanted to highlight the evolution of our team with a name that honors our community and spoke to the values that guide us.
Wilkes Duffy Wealth Management
White Pine Wealth Management
Steady, strong, and true, the white pine symbolizes Maine, its people, and our deeply rooted values.
What’s not changing is our alliance with HighTower Advisors. HighTower will still provide us with the services upon which we depend, Fidelity or Schwab will still be the custodian of your assets, and the people you’ve been working with will continue to work with you.
We hope you’ll find that our new location is more convenient and that our name reflects our team and the work we do. A spring open house to reveal our new home is in the works and you will hear more on that in the coming months. We hope you’ll join us in celebrating all that is coming.