A complete list of active advisors currently associated with Gorham Wealth Management, LLC

Warmer can help you find a great advisor at Gorham Wealth Management, LLC or one who fits your needs even better.

Gorham Wealth Management provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, small businesses, and charitable organizations. The firm offers portfolio management through the Envestnet wrap/Third‑Party Strategist program and also provides hourly or fixed‑fee financial planning and consulting. The firm implements client strategies by selecting third‑party managers on the Envestnet platform under discretionary authority, documenting goals and risk tolerance with questionnaires or investment policy statements. It combines fundamental analysis for planning areas such as insurance and taxes with technical review of funds and stocks, and conducts periodic (typically quarterly) account reviews. The firm’s principal maintains a separate insurance agency and discloses receiving commissions and devoting roughly 15% of his time to that business, a relationship the brochure identifies as a potential conflict of interest that is mitigated by fiduciary duties and client choice. The adviser operates at a small, closely held scale (one advisor, about 20 clients, roughly $14.4 million AUM) and also maintains a significant outside career as a pilot and volunteer committee chair, which the brochure presents as non‑advisory activities.

To learn more about the advisors currently working at Gorham Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.