Investing near Freeport, ME

“Visiting from Boston and popped in generally window shopping. I've been looking for a delicate simple wrist watch for the longest time and the owner knew exactly what to pull out. He told me exactly how to care of this one wrist watch that I need to take for small repairs. He was incredibly generous to give me the watch for a discounted price so that I could have enough money for repairs (I'm on a student budget). The shop was lovely, the owner was lovely and patient with my questions. Wonderful experience! Love the dog!!”

“I have used one of the principals of DOW for 24 years as my investment advisor to build my retirement portfolio. DOW definitely has an "old money", intellectual approach to investment (think Charlie Munger) paired with very up-to-date technological solutions that allows me to see my portfolio being managed real time. The Strad product in particular bring a whole new dimension to everything. It allows for "family office" perks without the associated costs that usually come with that service. The low-key, patient investment approach combined with aggressive software tools to help you understand (and trust) the management of your funds is unique, IMO. It is something I have seen nowhere else. For us, this means forward thinking, five-star investment execution, across multiple years, that is helping us far exceed our original retirement benchmarks.”

“Kim was fantastic for my husband and I. She was thorough and meticulous, had excellent concrete advice and a great plan for meeting our goals. She was very warm, very helpful, addressed both our goals and our worries, and showed as much respect for us non-millionaires as she would have to someone with way higher assets. Recommend her with zero hesitation!”