Working with De Maine Wealth Management means that you are supported by our dedicated team to help you pursue your version of financial success. As a family-run practice, we strive to build long-term relationships with all of our clients by providing hands-on guidance and an educational approach. Our goal is to pursue you’re fully comfortable with all strategies being employed on your behalf. We take time to understand your goals, values, priorities and the specific challenges you face. With this information as our guide, we develop a custom financial plan to help you pursue long-term financial security.

As independent fiduciary advisors, we are legally and ethically required to put your best interests first at all times.The benefits to you include:

• No proprietary asset requirements
• No conflicts of interest
• Objective, personalized recommendations specifically developed to meet your needs
• Full fee transparency and disclosure

LPL Financial is the independent custodian we use to hold our clients’ assets and ensure their safety. LPL supports us with a wide range of investment tools and planning strategies. LPL’s professionals also take on much of our back-office functions so our advisors are free to focus on what matters most – fostering long-term, trusted relationships with our clients.

LPL is the nation’s largest independent broker-dealer managing more than $2.4 trillion dollars and has been serving advisors and investors for more than 35 years. LPL currently supports more than 32,000 financial advisors, representing seven million investors across the United States.³

No, we do not have minimum asset requirements. Instead of focusing on asset levels, we seek to partner with clients for whom we can provide exceptional client service as we specialize in simplifying and streamlining our clients’ financial lives to provide a clear path forward.

As a fee-based advisory firm, we charge a percentage fee based on the assets we manage on your behalf. This approach aligns our interests with yours, as we do better when you do better.

To take the first step, please schedule a complimentary, no obligation consultation with a member of our team. We look forward to getting to know you.

A fiduciary advisor is a financial professional who is legally obligated to put clients’ best interests first. Fiduciary advisors are held to two distinct standards.

• The duty of care standard means that the advisor must provide advice that is in the client’s best interest while also executing the advice in the best way possible for the client. This standard also requires the advisor provide ongoing advice throughout the duration of his/her relationship with the client.
• The duty of loyalty standard requires that the advisor put clients’ interests ahead of his/her own interests. It also requires that the advisor provide full and fair disclosure of all potential conflicts of interest and other material facts that may influence the client-advisor relationship.