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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm Saturday 9am - 6pm Sunday 9am - 3pm

TRSS Wealth Management, LLC

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United States
South Portland, ME
TRSS Wealth Management, LLC

More than 80 years of combined experience to guide you through your life's financial decisions. www.finra.org / www.sipc.org.

We are an experienced group with nearly thirty years of combined industry experience. We employ a thoughtful and thorough process for providing comprehensive financial planning and customized investment management services. We utilize and make available to our clients the most up to date technology for developing and tracking their progress towards the achievement of their goals. We seek clients w

ho desire a long-term relationship with a group that places integrity, professionalism, and objectivity first, with their best interests paramount. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services offered through LPL Financial , Member FINRA/SIPC. Financial planning offered through TRSS Wealth Management, LLC a registered investment advisor and a separate entity (from LPL Financial). The LPL Financial Registerred Representative associated with this page may only discuss and/or transact securities business with residents of the following states: ME, NH, VT, MA, CT, NY, PA, NJ, MD, VA, SC, IL, SD, MI, FL.

07/31/2023

We were happy to be a sponsor to the Aces for Inclusion Open at Fairlawn Golf Course for the benefit of Maine Access to Inclusive Educational Resources. Despite a little rain, the team put up a respectable -2!

Thank you to the University of Maine Foundation and Chris Smith and Casey Hill Smith!

Maine Access to Inclusive Education Resources (MAIER) serves as an information and resource clearinghouse for professionals and families to assist in accessing and navigating programs and services related to inclusive education of students with disabilities. MAIER ensures that professionals, families and individuals who are at risk of or have identified disabilities receive information about practices to promote inclusion that are grounded in research.

02/15/2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our be...

02/08/2023

5 Year-End Tax Planning Opportunities

If you’re looking to lower your tax liability before the deadline, here are some options to consider.

07/06/2022

Should You Prioritize Retirement Savings over College Savings?

College and retirement require serious savings. Is it possible to save for both?

06/29/2022

Understanding Your True Risk Tolerance

Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.

06/10/2022

Are Emotions Controlling Your Personal Finances?

Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?

05/26/2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.

04/13/2022

How do I Start Planning for Retirement?

If you haven't started planning for retirement yet, it's not too late.

04/11/2022

The New Normal Retirement

There's more to preparing for retirement than just saving. Here's what to consider.

03/23/2022

Great work from Partners for World Health and TRSS Partner, Andy Stickney, is proud to serve on the board.

Partners for World Health is shipping medical supplies - that hospitals and other facilities would otherwise throw out - to relief organizations.

03/15/2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.

Address

707 Sable Oaks Drive Suite 390
South Portland, ME
04106

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm
Saturday	9am - 6pm
Sunday	9am - 3pm

Website

http://www.TRSSWealth.com/

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Our Story

We are an experienced group with nearly thirty years of industry experience. We employ a thoughtful and thorough process for providing comprehensive financial planning and objective investment management services. We utilize and make available to our clients the most up to date technology for developing and tracking their progress towards the achievement of their goals. We seek clients who desire a long-term relationship with a group that places integrity, professionalism, and objectivity first, with their best interests paramount. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services offered through LPL Financial , Member FINRA/SIPC. www.finra.org / www.sipc.org. The LPL Financial Registerred Representative associated with this page may only discuss and/or transact securities business with residents of the following states: ME, NH, VT, MA, CT, NY, PA, NJ, MD, VA, SC, IL, SD, MI, FL.