BUILDING A PLAN FOR A LASTING LEGACY
How you invest your money is an essential part of wealth management, but that’s not all. Wealth management is also about preserving your assets, managing income, distributing wealth and sharing your values. At Tri Counties Bank Wealth Management Group, we believe in the value of a personalized approach that brings together all the pieces of your financial life.
When you work with us, you benefit from our experience handling complex investment, estate planning and tax issues. We get to know you so we can provide customized solutions for your unique needs and family circumstances. Your time is valuable, which is why we streamline day-to-day wealth management activities so you’re free to focus on what matters most to you.
Our wealth management services can help you plan for a satisfying retirement and a legacy that lasts long into the future.
Wealth and Investment Management
Take full advantage of investment management for every life stage, including strategies for growth, income, preservation and wealth transfer.
Explore tax-efficient options for charitable giving, such as a gift of appreciated assets, charitable gift annuity or donor-advised fund.
Retirement Income Planning
Review all of your retirement accounts and set up a strategy to tap retirement assets when the time comes.
Estate and Legacy Planning
Update your will, create a trust and address more complex estate planning goals that require additional steps or tax-efficient strategies.
Manage your tax liability with strategies for capital gains, gift tax planning and wealth preservation.
Long-Term Care Needs Analysis
Assess your family’s need for long-term care planning, including insurance offerings designed for wealth preservation and return on investment.
START PLANNING NOW
We’re here to help you build a bright financial future for you and your loved ones. And as your plans evolve, we can help you stay on track with sound financial strategies. Call (916) 984-2396 to speak with an advisor today.