If you are looking to grow, preserve or transfer your wealth, you can trust West Shore Bank Wealth Management to help. Our expanded team offers local, personalized service and decades of expertise in investment management, trust and estate administration, retirement planning and more.
We have the experience and resources to assist you with all your needs and give you peace of mind. We can help:
Planning and Management Services
- Investment Management
- Trust Administration and Estate Settlement
- Retirement Planning
- Estate, Tax, & Succession Planning
- Risk Management & Asset Protection
- Private Banking
- Education Planning
- Business Transition Services
- Perry T. Adams, MSF - Vice President, Investment Director
- Michael B. Newman, JD - Vice President, Senior Trust Administrator
- Howard Mortensen III, Vice President, Wealth Administration Officer
Let’s discuss your future.
Interested in more information or a no-obligation visit? Provide the following information, and a Wealth Management team member will reach out to you within one business day.