Our Clients

3 Generations Family

The Investment Management Group can develop customized solutions for our clients various life stages and professions. Every client’s financial situation is different; therefore we focus on delivering customized results - oriented solutions. Whether you are a business owner looking for an investment manager for your    401(k) program, an individual with estate planning needs, or someone who has recently come into new wealth and needs advice on how to successfully manage it, our financial professionals will work closely with you to address your financial needs.

Our clients' backgrounds and stations in life are diverse:
  • Retirees
  • Individuals with inherited wealth
  • Professionals
  • Senior Executives
  • Closely held business owners
  • Institutions and foundations 

Investment Management

Asset management for individuals, businesses, and non-profit organizations. Our services include:

  • Investment Management
  • IRAs
  • Financial Planning
  • Living Trusts
  • Trusts Under Will
  • Charitable Trusts
  • Estate Administration
  • Conservatorships

Retirement Plan Services

Addressing the needs of business clients relating to company retirement plans including:

  • 401(k) Plans
  • Profit Sharing Plans
  • SEP IRAs
  • Simple IRAs

Investment Products
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value