Your Net Worth Might Not Be Large.
But Your Dreams Ought To Be.
Here's a little secret about wealth management: it's not only for the wealthy. At least, not at Devon Bank. Because we recognize there are may people in our community who have modest means today, but big dreams for tomorrow. It's our job to help you meet them. You don't have to belong to the 1% for us to give you 100%.
You Work Hard For Your Money.
We'll Make Sure It Returns The Favor.
Maybe you're just starting out in a career. Maybe you're in your prime earning years. Maybe you're approaching retirement and just want to make sure your nest egg is as healthy as it can possibly be. Whatever your situation, our wealth management team will work closely with you to develop a highly personalized approach that balances your current financial situation with your long-term goals, while factoring your risk tolerance, time horizon and income needs.
The resulting portfolio will be comprised of a diverse range of high-quality securities. And as market conditions change, we'll closely monitor your investments and modify and adjust our approach accordingly. We know you've worked hard for everything you've got. So we'll work just as hard to help you grow it.
Funds are not FDIC insured, may lose value, and carry no Bank guarantee.