Asset Management and Trust Services

Over the years, you probably set financial goals for yourself, your family and your business. You may have assumed that when your goals were attained, you could relax knowing you had provided financial security for yourself or others for whom you are responsible.

Today, maybe you're not so sure. So it's important that you select the best financial partner to assist you in not only attaining your goals but retaining your peace of mind. We can help you organize and manage your investment in more ways than people realize, including:

Professional services for affluent clients

• Investment management account
• Revocable living trust
• Charitable trust
• Custody account
• Qualified retirement plan account
• Estate settlement

Retirement plan services

• Profit sharing
• Money purchase pension plan
• 401-k (Daily valuation or balance forward)
• SIMPLE
• IRA rollover
• Defined benefit
• Non-qualified deferred compensation
• Rabbi Trust

Specialized services for clients with unique requirements

• Asset management and trust services
• Financial, retirement or trust planning
• Insurance services
• Brokerage
• Premier Banking
• Mortgage
• Cash management

Not a Deposit
No Bank Guarantee
Not insured by FDIC or other Government Agency
Not a Condition of Any Bank Loan, Product or Service