Wealth Management

Invest with guidance from experienced, credentialed advisors. TheBANK’s Wealth Management professionals are committed to fostering long-term relationships that work to help you build your wealth and legacy. We offer tailored services that address our clients’ financial needs, including investment management, estate planning, trust administration, and succession planning.

Learn more at: 4thebank.com/invest / 844-656-1868.

Financial Services

  • Investment Management

    Create a customized portfolio based on your objectives using a broad range of asset classes and investment categories.

  • Trust and Estate Administration

    As a corporate fiduciary, TheBANK manages your estate or trust plan as outlined in your will or trust document, ensuring it is handled efficiently, effectively and impartially.

  • Individual Retirement Accounts (IRAs)

    Set aside tax advantaged funds for retirement and build an investment portfolio with this savings vehicle.

  • Institutional Custodial Services

    Provide custom solutions that manage clerical and accounting tasks that pertain to institutional clients.

  • Business Retirement Plans

    Manage all aspects of your employees’ retirement plans from document design to employee education and counsel to compliance and reporting.

Financial Planning

  • Educational, retirement, long-term and estate planning services are designed according to your lifestyle. In addition to our personalized portfolio design we use modeling software to help calculate the most effective approach to achieving your goals. We meet periodically with you to review your plan and as your situation evolves, we’re able to adjust your planning accordingly.