Two Maine financial advisory firms are merging to better meet their expanding client base.
Portland’s Bigelow Investment Advisors is teaming up with Wind River Capital Management, according to a release from Bigelow. The combined firm offers more than 150 years of investment experience and will operate under the name Bigelow Investment Advisors.
Wind River was incorporated in 1993 in Ellsworth before expanding to Brunswick in 2005. It brings a client base with over $80 million in combined assets under management. Ben Wootten and Bill Hunter will continue to care for their clients from their offices in Ellsworth and Brunswick as principals of Bigelow.
“Bill and I view this as a terrific opportunity to offer our clients an expanded range of services while maintaining close contact and individualized attention,” said Wootten in the release. “We are pleased to be joining the Bigelow team and look forward to working together.”
Bigelow Investment Advisors was founded in 2007. It represents a client base with more than $200 million in assets.
“The depth of collective experience and expertise of our professionals will ensure that we can provide exceptional service for generations to come,” said Kathryn Dion, Bigelow’s president and co-founder, in the release.
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