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GOLDEN POND WEALTH MANAGEMENT NAMED TO FORBES'

2025 BEST-IN-STATE WEALTH MANAGEMENT TEAMS LIST FOR MAINE

WATERVILLE, MAINE – January 15, 2025 – Golden Pond Wealth Management was recently named to Forbes' Best-In-State Wealth Management Teams list for Maine.

“Being included in the Forbes Best-In-State Wealth Management Teams list for Maine is a reflection of our entire team, our clients, and their continued confidence in and support of our efforts to grow and protect their wealth,” said Brian Bernatchez, CFP®, Managing Director of Golden Pond.

Golden Pond Wealth Management is based in Waterville, Maine. They provide retirement planning and comprehensive wealth management to individuals and families, and investment & endowment management to non-profit institutions.

The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, client retention, compliance records and assets under management*.

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