Civic IQ
FINANCIAL_SERVICESPENDING

town-of-friendship-selectboard-meeting-minutes-august-11-2025_032.pdf

Town To Review Trust Accounts With Wealth Manager

Town of FriendshipFIRST NATIONAL WEALTH MANAGEMENTAugust 11, 2025

Trusted by teams at

Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

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

Bring us your territory.
We'll show you what is forming.

See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.

Try Civic IQ for free