FINANCIAL_SERVICESONGOING

Bar Harbor Wealth to manage town trust funds

The Sunapee Trustees of the Trust Fund briefed the Selectboard that Bar Harbor Wealth Management now handles management, investment, and reporting of the Town’s trust funds. This new engagement replaces prior services provided by TD Wealth Management.

Status
ONGOING
Document date
May 18, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Bar Harbor Wealth Management
Agency
Town of Sunapee · NH

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
New trust fund investment management relationship; future renewals or changes will be determined by Trustees and the Selectboard.
Document type
Minutes
Source document
Sunapee Selectboard Minutes 2026-05-18

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Sunapee?

Bar Harbor Wealth Management was awarded this financial services contract by Town of Sunapee, as recorded on May 18, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Sunapee Selectboard Minutes 2026-05-18 (Minutes), dated May 18, 2026 from Town of Sunapee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bar Harbor Wealth Management hold?

Bar Harbor Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Town of Sunapee currently buying?

Explore Town of Sunapee's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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