Putting Your Plan Into Action


Creating a comprehensive wealth management strategy involves far more than simply choosing the right global investments. Our Financial Advisors focus on critical wealth issues with the objective of ensuring that our clients have a fully integrated plan that will achieve their goals.

We assist you in the following ways:

INVESTMENT MANAGEMENT

Creating and managing an appropriate investment plan using our proprietary global strategy to meet income needs while preserving and building wealth. Our use of unbiased, independent research from top sources ensures objective results that meet expectations.

RETIREMENT PLANNING

Focusing on the election, distribution and beneficiary decisions to ensure you maximize your benefits

TAX PLANNING & PREPARATION

Reviewing tax planning strategies to minimize tax liabilities and preparing Federal and State personal tax returns.

BANKING

Providing access to credit, deposit and other banking resources to simplify cash management, leverage assets and preserve established wealth

FINANCIAL PLANNING

Determining your cash flow and planning for meeting future needs

BUSINESS SUCCESSION

Creating the right transition plans for your business

DURABLE POWER OF ATTORNEY

Identifying the appropriate designee to make financial decisions on your behalf

INSURANCE

Reviewing coverage to ensure that you and your family are properly protected

FAMILY GIFTING

Developing lifetime gifting strategies to your children and/or family

CHARITABLE GIFTING

Exploring appropriate tax-advantaged charitable gifting

TITLING OF ASSETS

Ensuring your assets are titled to reflect your intentions

EXECUTOR/TRUSTEE

Selecting a family and/or corporate representative to carry out your estate plans

DISTRIBUTION OF WEALTH

Maximizing the distribution of your wealth at death

 

Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.