FINANCIAL_SERVICESONGOING

Municipal Funds Managed via First Wealth Management

The Select Board heard a finance report that included balances of municipal funds managed through First Wealth Management. No changes were made to the existing investment management arrangement.

Document date · January 22, 2026

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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
Ongoing investment/wealth management relationship; no specific renewal or amendment addressed.
Document type
Minutes
Source document
Town of Vassalboro Select Board Meeting Minutes January 2026

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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 Vassalboro?

First Wealth Management was awarded this financial services contract by Town of Vassalboro, as recorded on January 22, 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 Town of Vassalboro Select Board Meeting Minutes January 2026 (Minutes), dated January 22, 2026 from Town of Vassalboro. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does First Wealth Management hold?

First 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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