Wealth Management

Our Goal: Your Financial Future

For more than a century, we have been a nationally-chartered community bank. Clients turn to us for personal, institutional, and trust accounts as well as investment management and retirement plan services.

Tailored Services

Regardless of your account type, our credentialed professionals tailor our services to meet your needs. And as fiduciaries, we are legally bound to manage your investments with your interests ahead of our own.

A Defined Process

We ask questions so that we can customize a portfolio that complements your current circumstances and future aspirations. Once we confirm your financial expectations, we deploy your capital into your investment portfolio and monitor your portfolio’s performance.

Strong Relationships

The more we understand you, the better we understand your needs and goals. It’s how we help guide you through complex decisions and customize a plan for your financial future.

Become Our Client

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Investing is a discipline of choices, so let’s start off this edition of Positions with a choice between two hypothetical mutual funds.

The services at LifeScape are critical and life-changing for children and adults with disabilities. But to continue to provide those services requires exceptional management of the nonprofit’s endowment fund.