Products & Services

Wealth Management

Your Wealth is More than a Bottom Line

We provide comprehensive financial planning and wealth management services for families and businesses that ensure you are always ready for life’s changes. Our approach is built around giving you peace of mind by getting to know your goals, then helping you achieve them with customized planning and investment strategies. 

Principle strategies to help Lake Ridge Bank customers reach financial goals with a rigorous screening process for ensuring top-quality assets and more.

Our team of Trust Officers collectively possesses more than 120 years of experience in dealing with families involving all types of trust arrangements.

Lake Ridge Financial provides clients with trusted, objective, competent professional advice, and solutions to pursue their financial goals.

The Lake Ridge Bank's Executive Banking program provides premium benefits and services based on personalized attention.

Lake Ridge Bank has the financial experience and business know-how to manage all aspects of your corporate and personal financial needs.