Using traditional values and contemporary strategies, Mr. Clement builds and manages custom-tailored portfolios for individuals, corporations, foundations, trusts, and retirement plans. He and his team are dedicated to providing clients with the highest level of service and are prepared to assist in all aspects of their financial needs, from wealth management planning, asset allocation, and retirement/college funding.
“Our goal is to provide clients with the highest level of service possible. We are committed to working relentlessly to help our customers achieve their financial goals. This done by establishing objectives, implementing strategies, and maintaining contact with clients to the extent desired. Our business has grown significantly over the past 25 years almost entirely through referrals and our philosophy will continue to be putting our clients first. The success we've had has been a direct result of our client centric approach."
Recognized as one of Barron's Top 1,200 Advisors for 2016 and 2017, Mr. Clement is a 25 year veteran of the industry and has been a member of the Tucker Anthony and RBC Chairman's Club (top 15% advisors) for 20 years. A graduate of Colby College '90, Brian has been active in organizations such as March of Dimes, American Heart Association, and Falmouth Youth Basketball Association. In addition to coaching basketball for 12 years, he was a co-founder of the Maine Firecrackers, which has helped over 20 young women continue their careers in college at the division one, two, and three levels. Brian and his wife Carolyn have three daughters- Allie (22), Sarah (21), and Camille (15).
Mr. Clement is supported by Margaret Haskell and Anna Falconieri. Ms. Haskell is a Senior Business Associate with over 30 years of experience and well recognized for her vast knowledge, expertise, and responsiveness in the industry. Mrs. Falconieri is a client associate with over 15 years of experience at Tucker Anthony, WP Stewart, and RBC Wealth Management and is well known for her client service and experience. Together, the Clement Investment Group manages over $380 million in client assets.