Common Contracts

Wealth Management Agreement

Wealth Management Agreement • October 25th, 2022 • Maine

• Contract Type
  Wealth Management Agreement
• Filed
  October 25th, 2022
• Jurisdiction
  Maine

(collectively, the “Client”), and Penobscot Wealth Management d/b/a Penobscot Financial Advisors, a registered investment adviser with a mailing address of One Monument Square, Suite 501, Portland, Maine 04101 (the “Advisor”).