Wealth Mangement services are designed to expand on traditional banking services and help you prepare for times when you may have "Money in Motion".
What is "money in motion"? Money in motion happens as our lives change. We earn money as employees or employers. We save and spend money to go to school, buy a home, have a family, retire... We share money as inheritance and charitable gifts. We may even spend money on insurance in order to receive insurance money later.
Please call for an appointment to discuss the wealth management service further.