An Experienced Partner You Can Trust
Investing is about much more than just an account balance or asset price. So whether you’re just getting started, accumulating wealth, or preserving and making it work through retirement, we can help.
Our Wealth Management Division’s investment philosophy reflects a conservative approach, commitment to using high-quality assets, focus on risk management, appropriate asset allocation, and a long-term perspective.
Our seasoned wealth and on-site portfolio managers develop a thorough understanding of your life circumstances, short- and long-term investment objectives, and, most importantly, your tolerance for risk. This perspective, combined with an understanding of the current market and economic factors, enables us to personalize and successfully implement your investment strategy.
From retirement planning and growing your nest egg, to managing risk and building a legacy, our Wealth Management team is here to help you reach your goals and achieve financial freedom, security, and peace of mind. Our team can help you manage a wide variety of investments, including:
Investment securities designed for the short term (90 days or fewer), Cash Equivalents offer high liquidity and credit quality.
Mutual Funds are professionally managed investment instruments made up of a variety of securities types.
Individual Stocks grant holders a stake of ownership in a specific company, and comprise a cornerstone of many portfolios.
Individual Bonds entitle holders to receive interest payments from the corporations or governments from which they were issued.
Exchange Traded Funds (ETFs)
ETFs are traded similar to stocks, but offer the securities diversification of mutual funds.
Digital Investing Solution
Our Digital Investing Solution, Guided Wealth Portfolio, makes it easy to manage your investments and allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (EFTs).