Financial Planning
Holistic and personalized investment strategies to meet your unique goals.
Navigating the path to your prosperity
The Wealth Group is dedicated to simplifying your life with personalized solutions. Our expert team will navigate the planning process and uncover the perfect strategies for your individual needs.
Full service planning wherever you are in your journey
We have a wide variety of retirement planning services for individuals and businesses, taking complex scenarios and turning them into simplified actionable advice. It’s an all-inclusive, boutique service you can expect from a mutual bank from professionals who know no other way.
Our Process
Our holistic planning process will work to determine which areas should be prioritized based on your exact needs. Working together, we’ll develop an evolving roadmap to achieve your personal and financial goals.
Wealth Services
Discover additional solutions designed to meet your unique financial goals
Investment Management
Traditional investment management served with a personal touch. We craft bespoken financial plans aligning with your personal goals and aspirations, diversifying across all asset classes.
Trust & Estate Services
Protect your assets, your family, and your legacy. We carefully craft a customized plan for your estate and your assets.
Brokerage & Insurance
Our partnership with Raymond James Financial Services provides access to a suite of mutual funds, 401k plans, annuities, and more.