Wealth Managment

Financial Help for Everyone


We have the expertise and experienced professional advisors who will help you to better understand where your money is invested and why.  We can discuss how your investments are performing, and help you understand how it might be impacting your goals and objectives. Additionally, as a member with access to these Premiere services you will have access to our specialists who will provide guidance to help you manage your finances.

It’s a collaborative approach to wealth management that’s all about transparency, accountability, and taking ownership of your financial life.  All of our advisors are certified feduciaries who have your best interests in mind because, at Wynde Bank, we believe that your success is a reflection of us. 

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Fiduciary Advisors

The world of investment advice is plagued with conflicts of interest, obscure disclosures and an overall lack of transparency. Seeking out an investment adviser who will act as your fiduciary can help to eliminate many of the problems associated with commission-oriented, product focused salespeople. At Wynde Bank, we have your best interest in mind because we believe that your success is ours as well.

Holistic Approach

Wealth management is more than just investment advice, it can encompass all parts of a person's financial life including debt-load, spending habits, and saving for retirement or college. At Wynde Bank we take a holistic approach to wealth management that takes a wider look at your finances. Traditionally services like this were only available to high net worth individuals, at Wynde Bank we believe everyone can benefit from these services and offer various solutions to meet your individual needs.

There when you need us.

While you don't always need to work with a planner on an ongoing basis, there are times when it makes sense to stop in for a consultation and a financial check-up.