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Wealth Management

Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.

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investment Management

Your objectives are unique – so cookie cutter investment solutions won’t do.  Our advisors focus on the creation of tax-efficient investment management strategies that are in line with your goals.  Through our goals-based wealth management process, we will perform a thorough assessment of your financial situation, identifying and carefully considering your objectives, risk tolerance, investment time horizon, tax status and cash flow need to create an investment portfolio specifically designed to allow you to achieve your goals.  Implementation of all portfolio strategies is guided by the following West Shore Bank investment principles:
  • We will maintain the highest fiduciary standards 
  • We believe the proper asset allocation is key to achieving your long-term goals
  • We believe in managing risk through asset allocation and diversification
  • We believe in a disciplined approach driven by continuous evaluation of economic and market conditions
  • We believe the benefits of time in the market greatly outweigh the risks of market-timing
  • We believe returns are improved through cost and tax sensitivity.

We are keenly aware that changes in personal circumstances and economic conditions will require periodic adjustments to any investment strategy.  West Shore Bank’s wealth management process is designed to uncover these changes and identify the strategy adjustments necessitated by these changes.

Not FDIC Insured  |   Not a Deposit May Lose Value
Not Bank Guaranteed  |  Not Insured by any Federal Government Agency
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