Text Size A A A

Home : Investing : Personal Investing : Wealth Management

Wealth Management

Whether you’re looking to acquire wealth or just keep what you’ve already got, West Shore Bank Investment Services can help. Browse our wealth management services. Then email or call (231) 845-3500 to arrange a free consultation with Personal Investment Executive, Julee Sarto.

---

Cetera Investment Services is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products provided by Cetera.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.

View Cetera Investment Services privacy policy and other important information.

Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.