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Wealth Management

Our goal is your long-term success, as you define it.

We want to be your trusted financial advisor, to not only handle transactions, but to protect and grow family wealth.

Client Focus and Integrity

We work hand in hand with individuals and families just like yours. And, because the nature of Wealth Management services has changed so much over the years, trusts and other asset management tools are now being used by young families, empty nesters, and retirees to meet their goals and objectives.

Our Team

Establishing a Wealth Management relationship can help you effectively grow assets, save taxes, protect and manage property, and oversee your charitable giving. Our fiduciary professionals will also help you in the areas of trust administration and estate planning. 

FIND AN ADVISOR

 

Estate Services

When thinking about your legacy, securing your family’s future is usually top of mind. Whether you need financial and estate planning services or estate settlement assistance, we can help. 

Simply put, we can carry out your wishes fairly, efficiently and professionally.

EXPLORE ESTATE SERVICES


Asset Management

As a fiduciary asset manager, we have your and your family’s best interest at the forefront of every investment decision we make, and we deliver that investment management expertise locally.

We’ll keep your assets adequately diversified and allocate funds to provide the income and growth to meet the ever-evolving needs of your family.

We have no conflict of interest in the manner and method of identifying and selecting investment solutions for your portfolio.

EXPLORE ASSET MANAGEMENT


Trust Services

Because the administration of trusts takes time and can be complicated, selecting someone who is committed to delivering personalized service and is experienced in knowing exactly what to do is critical. VeraBank Wealth Management can act as Trustee on your behalf, and we have the know-how to help avoid delays, conflicts and unnecessary fees.

As a corporate fiduciary, we will be objective in administering your estate or trust to ensure your wishes are carried out in an equitable and fair manner. And, we’ll be here for you and your family – now and in the years to come.

EXPLORE TRUST SERVICES

 

 

Securities provided by VeraBank Wealth Management are not deposits of VeraBank, are not FDIC insured, have no financial institution guarantee, and may lose value.

 

Already investing with us?

The team you need for the coverage you deserve.

MEET OUR ADVISORS

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