Bar Harbor Wealth to manage town trust funds

The Sunapee Trustees of the Trust Fund briefed the Selectboard that Bar Harbor Wealth Management now handles management, investment, and reporting of the Town’s trust funds. This new engagement replaces prior services provided by TD Wealth Management.

Document date · May 18, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

New trust fund investment management relationship; future renewals or changes will be determined by Trustees and the Selectboard.

Document type

Minutes

Source document

Sunapee Selectboard Minutes 2026-05-18

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 May 18, 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 Sunapee Selectboard Minutes 2026-05-18 (Minutes), dated May 18, 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.

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