Call: 207-850-0075
gary@wealthsmithfp.com
  • Follow
Client Access
Free Consultation
  • Why Wealthsmith Financial Planning
  • About
  • Services
  • Financial Calculators
  • Blog
  • Contact Us
Contact Us
  1. Home
  2. CONTACT

CONTACT FORM

You have exceeded the number of allowed times to complete this form. Please call for assistance.

CONTACT INFO

Click here to SELF-SCHEDULE an appointment.

FEEL FREE TO CONTACT US WITH ANY QUESTIONS OR COMMENTS!

WealthSmith Financial Planning
75 Pearl Street
Portland, Maine 04101

Telephone: 207-850-0075
E-mail: Gary@wealthsmithfp.com



Location

75 PEARL STREET, SUITE 204
PORTLAND, ME 04101



Email Address

GARY@WEALTHSMITHFP.COM



Phone Number

207-850-0075

  • Follow

LATEST NEWS

Economic Update: Gold-Currencies-The U.S. $ as the World Reserve Currency

Jun 9, 2022

Before I even start this update, I want to make a disclaimer (how about that, right off the bat!). I have given great thought to the fact that I have to “footnote” where I get some of the information that I quote in this update. We do this so that we can: 1) Give...

Outsmarting the Insurance Companies & Hospital-Owned Medical Practices….

May 30, 2019

Maintaining Your Good Health into Retirement Most financial advisors focus on those who are not ready for retirement or those who don’t have enough money saved. The following information is for those who are financially ready for retirement and are wondering how to...

This month’s blog features an article from Tax Attorney James Wade. Check it out!

Jan 25, 2018

Know the rules: tax consequences of dividing property in divorce. Here is an article written by my Colleague, Jim Wade of The Law Office of James D. Wade, about an issue that affects any couple who are divorcing, and they have property to divide up (basically everyone...

MARKET NEWS

5
CNN MONEY
5
THE STREET
5
THE WALL STREET JOURNAL
5
FORBES
5
BARRON’S ONLINE
5
FORTUNE

OTHER CALCULATORS

5
KIPLINGER TOOLS
5
USA TODAY

STOCK INFORMATION

5
ZACKS
5
INVESTOR’S BUSINESS DAILY
5
MSN MONEY CENTRAL

MARKET INFORMATION

5
NASDAQ
5
AMERICAN STOCK EXCHANGE
5
NEW YORK STOCK EXCHANGE

© 2022 WealthSmith Financial Planning All Rights Reserved

We are registered to offer securities in CA, CT, FL, ME, MD, MA, NH, TX, WA.
Cantella Disclosure:Securities and Advisory Services offered through Cantella & Co. Inc., Member (800) 333-3502 (800) 333-3502 FINRA/SIPC.
GENERAL INVESTMENT DISCLOSURE Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
MUTUAL FUNDS: Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call (800) 333-3502 to request a Prospectus. Please read it carefully before you invest. Mutual Funds are sold by Prospectus only. Please carefully consider the fund's investment objective, risks, charges and expenses applicable to a continued investment in the fund before investing. For this and other information, call or write to for a free prospectus, or view one online. Read it carefully before you invest or send money. Please carefully consider the fund's investment objective, risks, charges and expenses applicable to a continued investment in the fund before investing. For this and other information, call or write to for a free prospectus, or view one online. Read it carefully before you invest or send money.
TAX:
Cantella & Co., Inc. does not provide legal or tax advice. For legal or tax advice, please seek the services of a qualified professional.
IRS CIRCULAR 230 This material is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. Federal tax laws, nor is it intended as a complete discussion of the tax and legal issues surrounding retirement investing. You should contact your tax advisor to learn more about the rules that may affect individual situations.
MUNICIPAL BOND:
Subject to availability and change in price. Subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum taxAs of (00/00/00) price (00.00): Coupon (00.00)%: maturity (00/00/00). Yield is the lesser of yield to maturity or yield to call. Interest income is not subject to federal income tax but may be subject to the alternative minimum tax or local taxes. Rated (xxx/xxx) by Moody’s / Standard & Poor’s. Subject to availability and change in price. Bond values will decline as interest rates rise. Subject to market and interest rate risk if sold prior to maturity.
OPINIONS
This was prepared for informational purposes only. It is not an official confirmation of terms. It is based on information generally available to the public from sources believed to be reliable but there is no guarantee that the facts cited in the foregoing material are accurate or complete. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future results. The views and opinions expressed in an article or column are the author's own and not necessarily those of Cantella & Co., Inc.

Check the background of this financial professional on FINRA's BrokerCheck

Cleantalk Pixel