Town To Review Trust Accounts With Wealth Manager
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Description
The Town of Friendship Selectboard received a request from First National Wealth Mgt. to review and update its trust account allocations, currently at 30% equity and 70% fixed, and invited representative Matt Weaver to a future meeting. Contract or allocation changes will be considered after that discussion.
Contract Details
Vendor
FIRST NATIONAL WEALTH MANAGEMENT
Agency
Town of Friendship, ME
Contract Type
FINANCIAL_SERVICES
Document Date
August 11, 2025
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Town of Friendship Selectboard Minutes 2026-05-11
Town of Friendship Selectboard Minutes 2026-05-11
Town of Friendship Selectboard Regular Meeting Minutes 2026-05-11
Town of Friendship Selectboard Regular Meeting Minutes 2026-05-11
Town of Friendship Selectboard Meeting Minutes April 2026
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