ClearPoint Capital

Every year, members of our ClearPoint Capital team lace up for the Autism Walk put on by the Autism Society of Maine. Saturday made our third year. 💙 This cause is personal to us, and showing up alongside family, friends, and teammates makes it even more meaningful. Proud to sponsor, proud to walk, and proud to be part of a community that shows up for one another. 🧩

Green thumbs confirmed. 🌱The ClearPoint crew officially has a garden to be proud of in Downtown Bangor. Grateful to be part of this community.

529 plans can be more flexible than you might expect and may even support long-term savings beyond education. If funds aren’t needed for college, there could be options to use them without penalty. Reach out to learn more.

https://bit.ly/49YIXIo

Adopt-A-Garden in Bangor: Challenge accepted ✅
Green thumbs: To be determined 🤔🌱
Stay tuned to see if someone in the office is hiding gardening skills!🌷

Our office is closed today in honor of Memorial Day. We pause to remember and thank those who gave everything in service to our country. We’ll be back tomorrow. 🇺🇸

It’s never too early to start thinking about your financial future 🥹💙 Ian, is already saving money for his future kids. If an 11-year-old can start planning ahead, so can you. Building a foundation that lasts generations. 💰

Upcoming Event!

TOMORROW-May 13th, 2026 Lunch n' Learn – Webinar-Wealth and Wellness: Balancing Financial, Physical, and Mental Well-being

Please join us for our May Webinar where we will discuss maintaining and balancing all aspects of your overall well-being, which has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.

DATE: Wednesday, May, 13th, 2026

TIME: 12:00 PM - 12:45 PM EDT

Hosted and presented by
ClearPoint Capital, A financial advisory practice of Ameriprise Financial, LLC

You must RSVP to receive access credentials for this event or seminar. RSVP HERE:

https://bit.ly/3PgbzWA

Celebrating Lani’s one-year anniversary today! 🎉 Thank you for a fantastic first year filled with hard work, growth, and dedication. We appreciate all that you do and are so glad you’re part of the ClearPoint Capital team!

Happy Mother’s Day to all the incredible moms out there! Today we celebrate your strength, love, and the countless ways you support and inspire those around you—at home, at work, and everywhere in between. 💐

This week we’re celebrating more than small businesses, we’re celebrating the next generation of them. 🙌

Last week, our team had the privilege of attending the Brewer High School Career Fair, where we got to connect with students who are already thinking about their futures. From questions about careers in finance to conversations about what financial planning actually looks like in real life!

Investing in our community means showing up for the people who will build it next. That’s something we take seriously at ClearPoint Capital.

To every student we spoke with last, we’re rooting for you. 💙🧡