The team
Five people, one floor. Every name below picks up the phone.
Four advisors and one person who keeps everything moving. When you become a client, one of them owns your plan and you’ll know exactly how to reach them.
Kith Wealth · Portland, ME · Who’s in now
Statuses update live from each person’s working hours. If someone is out, call ext. 200 and Rosa will tell you when they’re back.
(01) Who you’ll talk to
Four advisors, one person who runs the desk.
(02) How we split the work
One owner. Two sets of eyes.
01
Your advisor owns your plan
One name on your file, from the first call to every review. They know your whole picture, not just one account.
02
A second advisor reviews it every year
Before each annual review, another advisor reads your plan cold and asks the awkward questions.
03
Rosa handles every form
Transfers, beneficiaries, address changes: you sign, Rosa chases. Your advisor’s time goes to advice.
Not sure who to ask for? Call the main line.
Rosa answers, asks two questions and puts you through to the right advisor. If they’re with a client, you get a time, not a voicemail.