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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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Wealth Management

Whether you’re looking to enhance, preserve, or transition your wealth, rely on the trusted advisors of West Shore Bank Wealth Management. We are committed to a wealth management process designed to develop sound financial solutions for each of our clients' unique circumstances.  This process, combined with local service, has allowed us to build long standing relationships with our clients, as well as earn their trust and loyalty.

Our Wealth Management team has provided wealth management services throughout West Michigan to families, businesses, and non-profit organizations for over three decades.  We are happy to serve you from our offices located along Michigan’s lakeshore.

The West Shore Bank Wealth Management advisors are prepared to utilize their extensive expertise to assist with all of your wealth management needs including: investment management, trust administration and estate settlement, retirement and social security planning, risk management and wealth protection, among others.

Give us a call at 231-845-3500 to schedule a consultation to see how we can best help you meet your financial planning needs.

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