And the ability to understand time horizons that vary from short-term to long-term.
We provide a range of investment accounts, as well as the full services of our wealth management group, Westbarclay Appleton Trust.
Professional wealth management services are provided through Westbarclay Appleton Trust, which offers high-touch investment management, trust management, and fiduciary services to enhance and preserve your wealth.
Investment and Mutual Fund products are not bank products and are not insured or guaranteed by the FDIC, by any other government agency or by the DIF. The market value of securities and mutual funds are subject to risk, may fluctuate in value, and may result in a loss of principal. Please review the prospectus carefully before investing or sending money.
Product/Service | Highlights |
---|---|
Westbarclay Appleton Trust | Comprehensive wealth management for investments, trusts, estates, foundations, and endowments |
529 College Savings Plan | To begin putting money away for college, Tax-free growth and withdrawals |