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FINANCIAL_SERVICESAWARDED

Trustees of the Trust Funds Minutes April 2026

Trustees Award Investment Services To Bar Harbor Wealth

Town of SunapeeBAR HARBOR WEALTH MANAGEMENTApril 28, 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

Description

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.

Contract Details

Vendor

BAR HARBOR WEALTH MANAGEMENT

Agency

Town of Sunapee, NH

Contract Type

FINANCIAL_SERVICES

Document Date

April 28, 2026

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