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Business Investing

Business Investing

What would you like your money to do for you?

A strong investment strategy starts with a thorough understanding of your short and long-term goals, and an evaluation of your risk tolerance. Then, we’ll work with you to create a custom investment plan that's designed to reach your goals.

Wealth Management

At State Bank Wealth Management, building your account balances begins with building a relationship. We want to understand your company as well as your personal and family goals. We’ll analyze your current financial situation, and help you create realistic, attainable objectives. And we provide solutions to ensure your family’s financial security even if you’re no longer there.

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Investment and Asset Management

By using proven asset allocation and diversification techniques across traditional and non-traditional investment classes, we manage risk and complexity, while controlling costs to seek the best possible returns.

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Retirement Services

We provide a full range of retirement products and services, whether you need a plan for an owner-only business or a fully serviced, daily-valued 401(k).

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Insurance

The Investment Center located at State Bank is a full-service brokerage office that exists to meet many of your needs in one location. Advisors offer a variety of insurance options to help you achieve your goals.

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Business Succession Planning

You’ve worked hard and dedicated countless hours to make your business successful. It’s been a great joy to see your dreams become a reality. Inevitability, the “what’s next?” question surfaces. Whether you seek to sell or transition your business to family members, there are a number of factors and structures to consider. What works best is individual as the journey that brought you to the very question before you. We work collaboratively with your team of allied professionals to build and execute a plan to achieve your goals. Your legacy is our mission.

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Brokerage

The Investment Center located at State Bank is a full-service brokerage office that exists to meet many of your needs in one location. Advisors offer stocks, bonds, mutual funds and insurance products.

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Investment products and services may lose value, are not a deposit, are not guaranteed by any financial institution, and are not FDIC insured or insured by any government agency.

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