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Wealth Management

Trust, Investment and Comprehensive Financial Planning 

For more than 35 years, our singular passion has been to understand the unique needs, circumstances and dreams of every client.

Investment Management Services

We draw upon our sources of research and analysis to manage your money

A 401(k) Plan for Your Business

Planning for your employees

Retirement Income/Accounts

We offer a wide variety of investment portfolio solutions

Trustee and Estate Services

We treat estate and trust administration as a full-time job

Comprehensive Financial Planning

No cookie cutter plans here, each plan we develop is unique


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Our Wealth Management Team

Meet your Wealth Management Team

Market Update

View current newsletters and our Wealth Matters Blog.

SB Financial Services

Our Investment Adviser Representatives with LPL Financial, a registered investment adviser, can 
help you define your long-term investment objectives and build a personalized investment portfolio.