Wealth Management isn’t about being wealthy; it’s about making your money work for you whether you are just starting out or managing a lifetime of assets. We actually think financial management begins with school children and offer a program to teach and support saving basics. That is why we offer such a wide range of products including financial counseling from our investment affiliate Community Financial Services Group (CFSG).

How can we help you manage your money

Products to Support You at All Stages of Life

“A penny saved is a penny earned.” If most of us embraced that philosophy from the time we were young, we would be in good financial shape by the time we retired. We offer products and services to first graders all the way to retirees, an assortment to change and grow with you as your financial needs change.

Commitment to Your Financial Well-Being

We will never recommend a product we think isn’t right for you. We want to be your partner in life’s financial journey, and your financial well-being is our primary concern.

Community Financial Services Group (CFSG)

CFSG is a local institution with full-time trust and investment personnel to serve individuals, non-profit institutions and corporations to meet their investment management and financial planning goals.