Grow your wealth

The success of financial planning and investment management relies heavily on the receipt of advice that can stand the test of time and adapt to it—to your shifting life goals, financial circumstances and the ever-changing economic environment.


Financial planning

Planning requires a careful blend of forward-thinking, ongoing management and the experience to know that flexibility and communication are paramount to the process. Our wealth management team excels at consistently leveraging this blend to help you build and protect your assets.

WORKING TOGETHER


The plans we will make together can incorporate:

  • Development of an Investment Policy Statement
  • Investment recommendations
  • Financial management and tax planning
  • Retirement planning
  • Estate administration
  • Education funding
  • Business succession planning
  • Special needs/eldercare

WE PROVIDE


Ours is an ongoing commitment to meeting your evolving needs.

  • Full-service portfolio construction and investment management
  • Full-service brokerage, offering individual stocks and bonds and mutual funds
  • Retirement and education planning
  • Comprehensive recordkeeping for income-tax purposes
  • Access to experienced investment management professionals
  • Ongoing market research and analysis

Investment management

With services adaptable to your needs, we can be as involved in managing your investments as you would like us to be.

WORKING TOGETHER


What we can do for you:

  • Develop investment strategy based on your investment personality and goals
  • Allocate assets to reflect your risk tolerance preferences
  • Review and select among managers
  • Monitor and report on your portfolio performance versus your goals
  • Provide market research and security analysis
  • Execute buy and sell orders on your behalf, according to agreed-upon guidelines
  • Coordinate with your tax and estate planning strategies and personal advisors

FIDUCIARY DUTY


When you access investment management services through a bank trust department, you also gain access to highly trained professionals who operate from a point of fiduciary duty. We are legally bound to serve your best interest at all times.

  • Full-service portfolio construction and investment management
  • Full-service brokerage, offering individual stocks and bonds and mutual funds
  • Retirement and education planning
  • Comprehensive recordkeeping for income-tax purposes
  • Access to experienced investment management professionals
  • Ongoing market research and analysis
Non-deposit investment products are not insured by the FDIC; not a deposit of, or guaranteed by the bank; may lose value.