Wealth Management

Wealth ManagementWe know you have a vision for your future and we’re here to help you achieve it.

Knowing your exact needs is an important part of the financial planning process. Before planning any strategies, we establish your financial objectives and recommend approaches to meet those goals. Then, we build and maintain a long-term partnership focusing on your needs at every stage of your financial life.

In addition to personal service, we’re aligned with experts in the field of investments and estate planning who have been working with personal trust administration for years. Working together, we can turn possibilities into realities.

Portfolio Management »

Our investment philosophy is based on achieving client goals and using proven investment experts...

Fiduciary and Trust »

Personal Trust Administration At WestStar Bank we have the...

Estate Planning Consultation »

Planning for the long-term management of financial wealth is a key element in our Wealth Management Services department...

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