We offer customized portfolios for individuals, families, businesses, and charitable organizations. Eligible account types include Individual, Joint, IRA’s, 401 (k)
- Prudent portfolio management based on a client’s risk tolerance, objectives and tax status.
- Professional portfolio management of individual stocks, bonds and cash
- Wealth Management accounts are held custody at Charles Schwab & Co
- Ability to view your account online 24/7
- Retirement benefit plan management for small to medium-size businesses
- Exceptional Customer Service
NOT GUARANTEED BY THE BANK ǀ NOT FDIC INSURED ǀ NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ǀ NOT A DEPOSIT ǀ MAY LOSE VALUE