Wealth Management

Have you recently changed jobs? It is time to make a decision about your 401(k).

What We Offer

  • Individuals and Families
  • Retirement Planning
  • Education Planning
  • Investment Advisory with the capability to add an Environmental, Social and Governance (ESG) approach

  • Businesses and Non-Profits
  • Retirement Planning
  • Investment Advisory
  • Business Exit Planning
  • Insurance Planning

Our Process

Our Process - Discover, Plan, Implement, Monitor, Educate & Communicate

Our Products



Exchange Traded Funds (ETFs)

Mutual Funds

Annuities (Fixed, Income, Variable)


Life Insurance

Long-term Care Insurance

Investment Calculators

Wondering how much you need to save to reach your goals? Our financial calculators can tell you everything from how to save 1 Million dollars to how much a future investment will be worth.  


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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.