Trust Funds Transfer to First Wealth Management Underway

The Hampden Environmental Trust Committee was informed that the transfer of trust funds to First Wealth Management as the new manager is underway and expected to be completed by the next meeting.

Document date · December 1, 2022

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

New engagement as investment or wealth manager is being established; specific term and renewal provisions are not detailed in the minutes.

Document type

Agenda

Source document

Hampden Environmental Trust Committee Agenda 2022-12-01

Frequently asked questions

Common questions about this contract, answered from the record.

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

First Wealth Management was awarded this financial services contract by Town of Hampden, as recorded on December 1, 2022.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Hampden Environmental Trust Committee Agenda 2022-12-01 (Agenda), dated December 1, 2022 from Town of Hampden. 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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What is Town of Hampden currently buying?

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