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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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Tax and Succession Planning

What are your goals for your wealth? Those goals will be our focus as we review a full array of planning strategies for tax efficient distribution of your wealth. From annual giving strategies to more complex strategies, you can rely on the knowledge and guidance of West Shore Bank Wealth Management.

Transactional Planning

West Shore Bank Wealth Management advisors are often at the front line for our clients during the process of monetizing their business. We’re there from start to finish, in many cases as the liaison between the client and the agents, brokers, attorneys, accountants and other professionals involved in the transaction.

Educational Planning

The thought of paying for college education may seem less daunting if you start planning early. Together we can review the various educational savings strategies and work with you to find which one best suits your savings goals.

Risk Management and Asset Protection

Beyond working with our clients to accumulate wealth, we work in tandem to develop strategies to preserve that wealth. We work closely with you to implement strategies designed to protect your family and assets from the unexpected events in life.

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