Wealth Management Services
Individuals and businesses need a long-term financial strategy based on current needs and future goals. The investment specialists in Devon Bank’s Trust and Wealth Management Department can structure a portfolio of sound investments for you based on your objectives, not on a formula or pattern. We select only high quality securities, directed or discretionary, that we are confident will be successful for you. In personal life, in business, and in the myriad of investment sectors, circumstances are continually changing. That is why we continually monitor every investment we make and make adjustments as appropriate. We are ever vigilant. Your personal and business future is much too important not to plan for it!
Wealth Management Plans are personalized for you based on:
- Long Term Goals
- Income Needs
- Risk Tolerance
- Time Horizon
- Current Financial Situation
Funds are not FDIC insured, may lose value, and carry no Bank guarantee.