Gen X and Millennials, who are expected to inherit trillions of dollars of wealth transfer over the next ten years, are saving and investing on their own as well.

These dynamics, combined with investment psychographics unlike other generations in history, require a unique set of investment principles. To build wealth for these clients, Penobscot is acutely aware that these investors demand a set of risk formulas that help to manage debt, enable systematic investing, and are socially and environmentally responsive.

Penobscot works with younger investors to set goals for wealth accumulation, investment growth, lifestyle planning and retirement.