Effective Wealth Management entails a custom approach to the needs of each individual and family. The professionally trained and experienced team at Bank of Clarke takes the time to assess the needs of each client and to create the right custom wealth strategy for you. Whether a plan includes trusts, estate administration, custom wealth strategies or specialized investments, our work is tailored to meet unique demands for wealth preservation, wealth accumulation and growth.
We offer the following Wealth Management services:
Through our Trust Department:
- Customized, professional fiduciary advice
- Service as Trustee, Executor and Conservator
- Trust Administration
- Fiduciary Investment Management
- Personal Asset Management through Wilbanks, Smith & Thomas Asset Management LLC
- Assistance in formulating and implementing estate plans
- Expert Estate Settlement Services
- Asset Custody
- Safekeeping for documents naming the Bank of Clarke
Through our investment team with Infinex Investments, Inc. Located at the Bank of Clarke:
- Brokerage Accounts
- Professional, fee-based advisory services
- A broad selection of Mutual and Exchange Traded Funds
- Traditional and Roth IRAs
- Life Insurance Products
- 529 College Savings Plans
Helping You Reach Your Financial Objectives
You can depend on the professional Wealth Management team at Bank of Clarke to help implement your financial goals now and in the future.