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The Benefits of Working With Us

Our services are more than just knowledge, expertise, and experience – they come with something truly comprehensive: a commitment to treat you like family. When you work with us, you work with a father-daughter team that combines two different perspectives to bridge the generation gap. But it doesn’t stop there – we also offer customized client service that goes beyond just answering your queries. We’ll stand by you through thick and thin, celebrating your successes and sharing in your struggles.

Getting to know you on a personal level is our top priority, which enables us to create a customized financial strategy that suits your unique needs. Unlike other firms, we don’t consider ourselves financial advisors, but financial caretakers who are always here for you and your loved ones. We want you to trust us to be your guiding hand every step of the way.

With over four decades of collective experience navigating numerous market and economic cycles, we’re here to help you cut through the confusion and clutter of a multitude of investment options.

Check the background of investment professionals associated with this site on FINRA BrokerCheck

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Attend a virtual educational workshop about Defending Against Identity Theft

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Hosted by:

Tom Shupe & Lindsey Cameron

LPL Financial Advisors

Dirigo Wealth Management

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Guest Speaker:

Christina Cuffari, Vice President, Advanced Planning Sales Technology

Prudential Financial, Inc.

The Hidden Risk: Protecting from Identity Theft and Fraud

Planning for your financial future is a balancing act between risk and reward. Investors need strategies to tackle downside risks and avoid setbacks with their long-term growth. Historically, approaches such as Diversification, Life Insurance and Annuities have worked to manage these risks. However, a new, hidden risk lurks as a threat to savers: the risk of significant loss to fraud and identity theft. This seminar will discuss “the hidden risk” and provide various strategies for a strong defense against Identity Theft.

Prudential is providing this workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.

 

Meeting Information

October 14th, 2025
12:00PM EST

 ZOOM

 Space is limited! RSVP today:

lcameron@dirigowm.com or call (207)707-7346

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ANY BANK OR ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Issued by The Prudential Insurance Company of America, Newark NJ, and its affiliates.

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Dirigo Wealth Management is not affiliated with Prudential Financial. Dirigo Wealth Management sells insurance products of Prudential Financials’ affiliated insurance companies in addition to products of non-affiliated insurance companies. Dirigo Wealth Management is authorized to sell and service certain insurance products of Prudential Financials’ companies as well as use this material.

Investments are offered through LPL Financial a registered broker dealer. Located at 46B First Park Dr. Oakland, ME 04963 is not affiliated with Prudential Financial.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. If you would like information about your particular investment needs, please contact a financial professional.

Prudential, its distributors, and representatives do not provide tax, investment, accounting, or legal advice. Please consult your own attorney or accountant.

© 202[5] Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

Securities and Advisory Services Offered Through  LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Form CRS

 

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