Your life is uniquely your own. Your financial plan should be as well. Our role is to help you align your financial decisions with your life goals, the people you care about, and the causes you believe in.
Office Address:
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Phone:
- (340) 776-1400
E-mail:
Newsletters
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?