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.
Once we’ve worked with you to understand your needs and goals, our Wealth Management team uses a holistic approach to create a personalized plan with a range of services, including:
- Multi-generational trust and estate planning
- Asset allocation and investment management
- Tax planning
- Retirement planning
- Insurance options
- Asset protection
- Brokerage services
Contact us today to speak with a Wealth Management Advisor and start securing your financial future.
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.