TRSS Wealth Management Maine

TRSS Wealth Management is a financial advisory firm that helps families and business owners with financial planning, investment management, retirement planning and business planning. Its services include goal planning, cash-flow analysis, 401(k) and pension reviews, 401(k), 403(b) and IRA rollovers, insurance and college planning, and estate and legacy planning. The firm describes its approach as a disciplined process that starts with fact finding and ends with ongoing monitoring of the plan.

New clients can schedule a no-obligation consultation by phone or through the website contact form. The firm's office is at 707 Sable Oaks Drive in South Portland, and the advisors coordinate with clients' attorneys and accountants when the plan requires it. Securities and advisory services are offered through LPL Financial.