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The Casco Bay Group
at Morgan Stanley Smith Barney
Consulting Group
100 Middle Street
Portland, ME 04101
tel: 207-771-0856
toll free: 800-442-6722
fax: 207-771-0870
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Left to right: (front row) Chad Weber, Doug Bean, Kris Noble (back row) Mary Gross, Brian Prichard, Joni Vickery
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Welcome Meet Our Group Services
Welcome

For an individual, corporate executive or board member, our team exists for one reason: to bring a disciplined process to your financial plan and utilize the various talents of each of our team members to present thoughtful strategies that leverage the vast resources of our firm and deliver these strategies in a clear concise way. We will continuously evaluate these strategies and work to help you meet your future financial needs. Why do we do this – each of us has a passion for working through complex financial issues and our clients need advisors who can shape their financial life and create focus.
Services
  • Business Succession Planning
  • Professional Portfolio Management
  • Wealth Management
  • Exchange Traded Funds
  • 401k Rollovers
  • Education Planning
  • Corporate Retirement Plans
  • Insurance Services
  • Asset Management
  • Estate Planning
  • Endowments and Foundations
  • Alternative Investments
  • Financial Planning
  • Lending Services
  • 529 Plans
  • Executive Financial Services
  • Philanthropic Services
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • To learn more about us, our financial planning process, business and investment philosophy, please click on Our Story.
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

On the Markets (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

Retirement Workbook (pdf)
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