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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany J. Dubuque is an investment advisor representative associated with Mascoma Wealth Management. Bethany J. Dubuque has been in the industry since September 2012 and is registered with the state of Vermont. Bethany J. Dubuque specializes in providing financial planning, portfolio management for businesses and individuals. Mascoma Wealth Management is a registered investment advisor firm with offices in Hanover, NH and Burlington, VT. The firm has a total of 9 investment advisor representatives. The firm's clients include individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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VT
04/12/2023 - Present
Mascoma Wealth Management (BURLINGTON VT)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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