Vis Wealth Partners

Vis Wealth Partners is a fee-based financial planning firm that works with individuals, families and businesses on retirement, wealth management, insurance, estate planning and business succession. The team presents itself as a one-point contact for financial needs, working alongside brokers, lawyers and accountants. Services also include employer retirement plan design.

Initial consultations are offered at no cost. Clients can reach their accounts through a secure online portal available around the clock. The office is at 254 Commercial Street in Portland, and weekday hours run into the early evening, with weekends by appointment.