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First National Wealth Management: Investment Objective.

Town of Unity
Document date
May 20, 2025

The 30-second brief

What it covers

First National Wealth Management being acknowledged for their Investment Objective

Who holds it

First National Wealth Management holds this investment management contract with Town of Unity. Its other public contracts on record include work for Harbor Creek SD and Town of Vassalboro.

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Contract details

Contract type
Investment Management
Document date
May 20, 2025
Term
NA
Vendor
First National Wealth Management
Agency
Town of Unity
Source document
town-of-unity-agenda-2025-05-20_069.pdf (Agenda)

First National Wealth Management's other public contracts

Harbor Creek SD, PennsylvaniaDistrict Reports First National Wealth Management Investments · Sep 16, 2026Town of Vassalboro, MaineTown Reviews Fund Allocation Report from First National Wealth Management · Jul 22, 2026UndisclosedTown of Hampden, MaineWealth Management Fees Paid to First National Wealth Management · Jun 23, 2026UndisclosedTown of Vassalboro, MaineTown Reserves Managed by First National Wealth Management · Jun 11, 2026Town of Hampden, MaineTrust Pays 2025 Investment Management Fees · Mar 24, 2026All First National Wealth Management contractsVendor profile

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Questions about this contract

Who was awarded the investment management contract by Town of Unity?

First National Wealth Management was awarded this investment management contract by Town of Unity, as recorded on May 20, 2025.

What type of contract is this?

This is a Investment Management contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-unity-agenda-2025-05-20_069.pdf (Agenda), dated May 20, 2025 from Town of Unity. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does First National Wealth Management hold?

First National 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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