Planning for your family’s future often means making long-range decisions now. To achieve your estate planning and financial planning goals, you need a partner you can trust. Whether you are looking for an investment advisor, trustee, or executor, we are committed to guiding you and working closely with your other advisors on an appropriate solution. BSNB’s Wealth Management and Investment Officers deliver peace of mind, superior service and years of experience. Put us to work for you and put your mind at ease.


Custodial Accounts

Maintain control over your investments while BSNB Wealth Management Solutions provides record keeping services and other time saving conveniences.

Investment & Asset Management  

Learn how BSNB Wealth Management Solutions works with you to establish an investment strategy and then provides ongoing advice and supervision of your portfolio to minimize risk and maximize returns.     

IRA Rollovers

Our advisors can help you roll your 401(k) from a past employer into an IRA with investment management services.  Learn more here.

Trusteeship  

Establishing a trust and naming BSNB Wealth Management Solutions as trustee can help ensure that your assets are managed according to your wishes, either after your death or if you become incapacitated.

Special Needs & Disability Trust

BSNB Wealth Management Solutions has extensive experience with trusts that are set up specifically to support an individual living with a mental or physical disability.  Let us provide your family with peace of mind. 

Estate Settlement  

From estate planning to the settlement process, BSNB’s experienced executors offer you and your family members support and guidance to ensure that your wishes are implemented as planned .  

Pension and 401K Plans  

Our trusted advisors are available to meet with your employees about their financial objectives and to assist you in offering a critical employee benefit.

Wealth Management Benefits  

Learn about our exclusive banking package created just for you as part of your relationship with the Wealth Management Solutions team.

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No Bank Guarantee

Not FDIC Insured

Not a Deposit

Not Insured By Any Federal Government Agency

May Lose Value including Loss of Principal

Get Started

Meet our Wealth Management Solutions team.

Visit a BSNB location.

Visit BSNB's Better U Financial Education Program to learn more.