Asset Management Group | Norway Savings Bank

Friendly reminder: All Norway Savings Bank locations and the Customer Care Center will be closed on Monday, May 30th in honor of Memorial Day. Enjoy your weekend and please take some time to remember those who sacrificed everything for our freedom.

The numbers we understand.
Your story…WE VALUE.

When it comes to managing your family’s investment future, it’s not necessarily the size of your nest egg we care about. It’s the story behind it. It’s why we get to know you and your unique situation first. Partnering is about more than money—it’s about your values, your family, your story.

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Asset Management Group SERVICES
We’ll meet you where you are.

Investment Management

Not sure which investments are right for you? We’ll devise an investment plan that makes sense to you. We’ll help you reach your goals.

Trust Services

Trusts are commonly used as a wealth transfer to protect loved ones. We can act as trustees to help manage your trust professionally and prudently.

Socially Responsible Investing

Your values matter to us. We get that you want to put your money into companies creating the future you believe in. We can make it happen.

Estate Planning

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

Financial Advice

Ever feel like there are better ways you could handle your finances, but you just don’t know what they are? We’re here to provide objective advice— and get your finances working for you.

The Family Fiduciary Difference

Crisis Asset Management

Family Estate Asset Management

Personalized Asset Management

Responsive Asset Management

Transparent Asset Management

Truly Local Portfolio Management

get to know THE TEAM.

At Norway Savings, our Asset Management Group believes in Family Asset Management. Simply put, it means we do right by you and your loved ones. That’s because we’re more than advisors, we’re fiduciaries, which means we’re bound both legally and ethically to put your interests first. We take that seriously. Every family has a story. Let us help you write your next chapter.

connect with our team

Start a CONVERSATION.

Our Asset Management Group works with all types of people, each with a unique story and background. We’re standing by to help you put your best financial foot forward.

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How can the Asset Management Group help you?

Start a conversation

The numbers we understand.
Your story…WE VALUE.