Investment Planning

We take the time to understand what matters to you, develop a plan that seeks to grow and protect your wealth through all market conditions.

Our process focuses on:

  • Targeted growth that simultaneously seeks to reduce risk

  • A personalized portfolio - not something off the shelf

  • Strategies designed to help reduce fees and taxes

Service Features:

  • Fees - both visible and hidden - can quietly erode your returns. Do you know how much you're really paying?

  • We’ll help you uncover what’s inside your current investments and identify ways to reduce costs and improve performance.

  • Our wealth management and fee analysis tools break down what’s inside your current investments. We’ll then offer alternative strategies for your unique situation.

Contact Us

We would be happy to hear from you! 

Please call us at 207.356.4178, or fill in the form below.

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Royal Fund Management and Northpoint Financial LLC are not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

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