Holistic Approach

We are looking out for you

A fiduciary is someone who puts your financial interest first ahead of his or her own.  Most financial advisors are not held to this high standard.

At Wynde Bank, our financial advisors are all certified fiduciaries who work with you to develop a plan that will maintain and increase your wealth no matter how big or small. 

Here's how...

  • Based on your individual financial situation, goals and comfort level with risk, we can make recommendations for you to follow and discuss the pros and cons of any approach we recommend. 
  • Once a plan is created, it will be presented and discussed with you. 
  • Then your personal advisor will meet with you on a regularly scheduled basis to see how well it is working and to see if there are any changes in your life, or new plans that you may have that need to be addressed.

Our mission is your success.

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.