FINANCIAL_SERVICESAWARDED

Town of Sunapee Awards Financial Services Contract to Bar Harbor Wealth Management (April 2026)

The Trustees of the Trust Funds awarded Bar Harbor Wealth Management an investment services agreement to provide financial management and reporting for the Town of Sunapee trust accounts. BHWM will manage account transfers from TD Wealth Management and prepare required MS 9 and MS 10 reports, including for 2024 and 2025.

Status
AWARDED
Document date
April 28, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Bar Harbor Wealth Management
Agency
Town of Sunapee · NH

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Veritone logo
TerraCycle logo
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WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Trustees of the Trust Funds Minutes April 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 Sunapee?

Bar Harbor Wealth Management was awarded this financial services contract by Town of Sunapee, as recorded on April 28, 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 Trustees of the Trust Funds Minutes April 2026 (Minutes), dated April 28, 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.

View Bar Harbor Wealth Management's profile

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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