Name: Means Wealth Management
Price range: $$

Means Wealth Form CRS – Updated June 7, 2024

800-696-3267

Bangor, Maine
802 Stillwater Avenue
Bangor, ME 04401
207-947-6763

Presque Isle, Maine
3 Houlton Road Suite 1
Presque Isle, ME 04769
207-760-7111

Greenville, South Carolina
325 Augusta Street
Greenville, SC 29601
864-527-5920

Greenwood, South Carolina
104 Maxwell Ave.
Greenwood, SC 29646
864-527-5920

Contact

There are no warranties implied. Means Wealth Management (“Means Wealth”) is a registered investment adviser. This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this should not be construed by any client and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Means Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Means Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

MeansForm CRS – Customer Relationship Summary