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Asset Management Group Services
We meet you where you are

Trust Services

Trusts are commonly used as a wealth transfer to protect loved ones. We can serve as trustee or co-trustee to help manage your trust assets professionally and prudently.

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Investment Management

Not sure what investments are right for you? We’ll work with you to create a plan that makes sense for you. We’ll help you reach your goals.

Happy elder couple hugging and happy to use asset management group services at norway savings

Socially Responsible Investing

Your values matter to us. We understand that you want to invest your money in companies working to create the future you believe in. We can make that happen.

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Estate Planning

What happens to your loved ones after you’re gone? We’ll work with you to create a plan that will take care of the ones you care about—and put your mind at ease.

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Financial Planning

If you are thinking about retiring in the near future, do you have a plan to reach your financial goals? We provide our clients with an objective roadmap—to guide them every step of the way.

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Trust Services Investment Management Socially Responsible Investing Estate Planning Financial Planning

Trust Services

Trusts are commonly used as a wealth transfer to protect loved ones. We can serve as trustee or co-trustee to help manage your trust assets professionally and prudently.

NOR-AMG-4

Investment Management

Not sure what investments are right for you? We’ll work with you to create a plan that makes sense for you. We’ll help you reach your goals.

Happy elder couple hugging and happy to use asset management group services at norway savings

Socially Responsible Investing

Your values matter to us. We understand that you want to invest your money in companies working to create the future you believe in. We can make that happen.

NOR-AMG-3

Estate Planning

What happens to your loved ones after you’re gone? We’ll work with you to create a plan that will take care of the ones you care about—and put your mind at ease.

NOR-AMG-5

Financial Planning

If you are thinking about retiring in the near future, do you have a plan to reach your financial goals? We provide our clients with an objective roadmap—to guide them every step of the way.

NOR-AMG

Get to know the team

With the Norway Savings Asset Management team, you get a group of responsive advisors who listen and are always there. When you call, we answer. When you lay out your goals, we listen. When you have questions, we walk you through the possible solutions. We provide a higher level of service. Let’s talk.

Set up an appointment

Phone: 207.482.7920 or 1.888.725.2207
E-mail: [email protected]

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How can the Asset Management Group help you?

Stay in the know with our Quarterly Newsletter

Packed full of knowledge, the Asset Management Group Quarterly newsletter provides you with need-to-know information on everything from taxes and trusts to estate planning, philanthropy, and more.

Spring 2024

Ten questions about trusts and more…

Winter 2023

Year-end charitable gift planning and more …

Fall 2023

Philanthropy & Estate planning and more …

Summer 2023

Estate planning for married couples and more …

Spring 2023

How to define income and more …

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