Vis Wealth Partners

Vis Wealth Partners

Share

07/21/2026

73% of women feel comfortable managing day-to-day money, but fewer feel the same about long-term planning. If the bigger picture feels harder to tackle, let’s check in to turn “someday” into a simple next step.

Source: 2025 MassMutual Women’s Financial Confidence Study

07/07/2026

Whether you’re visiting loved ones or staying local, summer is for family. Let me help you create a strategy to protect what matters most and build wealth for future generations.

06/25/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

Want your business to be the top-listed Accountant in Portland?
Click here to claim your Sponsored Listing.

Address


254 Commercial Street, Suite 245
Portland, ME
04101

Opening Hours

Monday 7am - 6pm
Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm