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West Shore Bank Wealth Management is committed to offering comprehensive financial solutions and the highest level of local personalized service to each of our clients. Through careful listening and meaningful conversations, we build deep relationships and provide solutions that are always in our client’s best interest. Whether you're an individual, family, business, or non-profit, we have the experience, integrity and resources to assist you with all your wealth management needs.

Integrity

Committed to a fiduciary standard

  • 120 years of commitment, integrity, financial responsibility and independence
  • We maintain the highest fiduciary obligation to our clients
  • We do not use or promote proprietary investment products
  • Our competitive fee structure aligns our interests with yours

Personal and Local Service

Proactive advice; conveniently delivered

  • Access to local people, service, and support builds long-lasting relationships
  • We earn your trust by acting with caution, skill, discretion, loyalty and care
  • In servicing your needs, we act with a sense of urgency
  • We believe in accountability, transparency, and communication

Customized and Disciplined Investing

Investment solutions developed around your unique needs

  • Your portfolio is customized to meet your specific needs
  • Portfolio construction considers your goals, tax position, estate, and cash needs
  • A consistent and disciplined “top-down” investment philosophy is employed
  • Asset allocation is the key component in meeting your long-term goals
  • Risk is controlled utilizing the benefits of diversification
  • We will actively manage your market expectations through education and communication

Expertise

Applying our knowledge and experience to simplify wealth management

  • Over 25 years of average industry experience
  • Our professionals are tested, experienced, knowledgeable and skilled
  • Offer a comprehensive set of financial solutions