Big Dreams,
Meet Practical Means.

Personalized wealth management services to support smart financial planning for every life chapter.

Downeast Private Wealth offers comprehensive wealth management services for those looking to establish a more secure financial future. We build every plan based on your unique circumstances and put practical goals at the forefront. We’ll work together with honesty, transparency, and even some fun, to define creative solutions that help make your plans possible.

Meet Lena-Jo

As President of Downeast Private Wealth, Lena-Jo sets the tone for a uniquely candid, creative, and compassionate approach to wealth management services. Working as a licensed Financial Consultant, Lena-Jo has an extensive background in the financial industry and holds a bachelor’s degree in finance from Penn State University.

Lena-Jo invites clients into the process to define a personalized and practical plan to achieve their goals. Serving as the biggest champion for her clients’ financial futures is a role Lena-Jo values, and one which provides her great satisfaction. She currently resides in her hometown community of Lewiston-Auburn, Maine, with husband Darren and children Grant and Sofia.

Lena-Jo holds FINRA Series 6, 7, 24, 63, and 65 securities licenses through Investacorp, Inc., a Registered Broker Dealer, Member FINRA, SIPC. She is also licensed in Life and Health Insurance and is the branch office Principal.

Plan for the possibilities

All the services to help support financial security and success.

Retirement

Establish your retirement needs, understand your options, and create a concrete action plan to approach financial independence confidently.

Estate Planning

Address the logistical and emotional complexities of distributing and maximizing your assets among beneficiaries with a thoughtful plan.

Investments

Define short-term, and long-term financial goals based on your current standing, and map out an investment strategy to help achieve them.

Insurance

Create a personalized insurance plan to help protect your income and assets for you and your family, despite any unexpected life events.

Tax Planning

Maximize tax efficiency throughout your complete financial plan by defining ways to reduce tax liability and maximize your contributions.

Digital Portfolio

Start building your own investment portfolio online with our accessible partner software: $ymbil’s easy-to-use investment advisor platform.

Get a champion for your financial future

Contact us for a free financial consultation. Easy conversation, no obligation.