Portland Trust Company

Portland Trust Company

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Portland Trust Company is a single-source wealth management company that can attend to all of your f Your interests. Your needs. Your goals. Let’s Start with You.

At Portland Trust Company, we start by listening to what’s important to you—from the dreams that keep you going to the worries that keep you up at night. As your trusted advisor, we’re driven to discover the solutions that fit your life, and to deliver them with the service that earns the trust in our name. It’s the work we love to do.

10/31/2023

Happy Halloween from the characters at Portland Trust Company!

09/25/2023

Happy Autumn!

How do you feel about Fall?

08/16/2022

We love seeing all the excitement for Phase 1 of the Bikeshare launch! There are currently five stations installed (Lobsterman Park pictured), with more stations and bikes following this week. Learn more and download the app via: www.tandem-mobility.com/portland.

First five stations:
🚲️ Washington Ave at Walnut St
🚲️ Lobsterman Park (Middle St at Temple St)
🚲️ East End Beach
🚲️ Congress St at Park Street
🚲️ Hanover St at Lancaster St

Photos from Portland Trust Company's post 03/17/2022

Happy St. Patrick's Day from your friends at Portland Trust Company!

Nearly Half of Older Americans Don't Have Wills or Estate Plans 02/12/2019

Which half are you?

Visit portlandtrust.com to learn more.

Nearly Half of Older Americans Don't Have Wills or Estate Plans Dying without a will in place can lead to expensive consequences for your heirs.

11/22/2018

Wishing you and yours a very Happy Thanksgiving, from all of us at Portland Trust Company!

Ranks of 401(k), IRA millionaires swell as average retirement account balances hit new high 11/11/2018

Whether or not your own retirement account has grown to these same levels, be sure that you're not leaving anything on the table.

Find out if you could be doing more with your hard-earned wealth, and visit us at portlandtrust.com.

Ranks of 401(k), IRA millionaires swell as average retirement account balances hit new high Fidelity Investments reports that contribution rates and average retirement account balances hit record levels at the end of the third quarter. 

11/09/2018

Our Team is ready for the Maine Women's Expo tomorrow at The Maine Mall, packed with demonstrations, interactive exhibits, and hundreds of people - and we're excited to talk with each one of them!

Will we see you there? Visit mainewomenexpo.com for your tickets!

Maine Women's Expo | Events for Maine Women by Maine Women Magazine 10/29/2018

Will we see you at the Maine Women's Fall Expo Portland 2018 on November 10?

We're excited to be able to support the event as this year's Platinum Small Business Sponsor, please stop by and say hello, and learn about our new GENII fund!

Maine Women's Expo | Events for Maine Women by Maine Women Magazine

What to do with an old 401(k)? As little as possible 10/28/2018

Wondering what to do with that old 401k? We can help!

Visit us at portlandtrust.com to discover how.

What to do with an old 401(k)? As little as possible New job? Don't forget to take your 401(k) with you, or move it into an individual retirement account. 

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Address


2 Monument Square #703
Portland, ME
04101

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm