Our firm is founded and operates on the belief that wealth management, investment consulting, and advisory services are integral to the well-being of the individuals, families, and businesses that we serve. While we recognize that the investment performance of client portfolios is often the scorecard used to judge professional financial advisors, we believe that the process of developing a thorough understanding of client needs, wants, and desires is critical to serving our clients. We are dedicated to a planning-based approach to help clients develop appropriate investment allocations so their financial needs, wants, and desires are met with a minimum of volatility. Our objective is to have our clients feel that: we exceeded their expectations we made their lives easier that they are glad they chose to have us work on their behalf We can be reached at: 207-899-4248 or email John Lemieux at [email protected] Office: 202 US Route One, Falmouth, ME 04105 This communication is strictly intended for individuals residing in the states of CA,CT,FL,IL,MA,MD,ME,MI,MT,NC,NH,NJ,NM,NY,OR,PA,TX,UT,VA,VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA www.finra.org, SIPC ww/sipc.org, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse