Wealth Management

Let's talk long term.

Professional Guidance. Personalized Service.

What does wealth mean to you? We understand every answer is unique, so that’s where we start. Your dreams. Your goals. Your legacy. Then, we build a financial plan that is truly centered around your life.

Financial Planning

You have dreams for the future. You also have pressing needs today. Pursuing financial security takes careful planning and professional guidance. Together, we will identify your full range of financial needs and build a plan to help reach your individual goals.

Private Banking

With a focus on ease, convenience, and understanding, your private banker is an extension of your inner circle. This concierge service provides you a single point of contact for all of your financial needs, working closely with your team of advisors - both internal and external. Every situation is unique. Select products and services will be curated to meet your needs and manage areas of risk.

Investments

Partnering with Sugar Maple Asset Management, LLC, our team of professionals will work with you to develop a portfolio to suit your needs for today and for tomorrow. We can help you dissect the thousands of stocks, bonds, mutual funds, and exchange-traded-funds (ETFs) that are available. Please be aware investment products are not FDIC insured.

Insurance & Risk Management

Insurance products can not only protect what matters most to you, but may even build your assets. This helps provide financial security for your family and a sense of relief for you. Our Certified Financial Planner can educate you regarding various types of insurance products and if needed, can connect you with professionals that can implement these solutions.

Why work with a financial planner?

When it comes to your financial security, you want to partner with someone who is committed to putting your interests first - not the other way around. Our clients tell us they gain:

Confidence
Knowledge
Understanding

It Starts With a Conversation

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