Wealth Management

 Providing A True Wealth Management Strategy: 
Strategic Bank Solutions  enables its community-bank partners to provide its clients with a broad range of wealth-management products and services.

While we can help you service all your clients better, typical wealth management clients are substantial individuals, successful business-owners and their families who require more extensive tax reduction, estate planning and investment strategies tailored to their specific situation. To help them, we adhere to a "team approach," helping with coordinating the efforts of legal, accounting and financial professionals to address issues unique to each client--be they a family, individual, or closely-held business. And, we are always happy to work with a client’s existing attorney, tax advisor or trusted financial professional. 

Your Strategic Bank Solutions team can use a combination of investment vehicles and tax planning strategies to pursue wealth building, asset preservation and testamentary or business transfer objectives. We firmly believe that the most successful wealth building-and-preservation strategies are based on an approach which recognizes the often complex income, capital gains, and estate-tax implications of any investment portfolio--whether aggressive or conservative. Neither Strategic Bank Solutions nor ING Financial Partners or their agents give tax or legal advice. Clients are always encouraged to consult with their tax or legal professionals.

Working together, our work with your clients is predicated on a simple premise: we know that to service your clients well, we must know them well. We begin by listening carefully. We then strive to define their tolerance for risk, and to understand their aspirations for the legacy they wish to create. As these objectives are identified, we work, together, with your clients to create a tax-efficient investment allocation strategy tailored to those objectives. In sum, with the support of experienced independent professional associates, we seek to try and help satisfy a client's asset growth, tax management and cash flow objectives.

None of Strategic Bank Solutions, LLC, it's Principals or ING Financial Partners give specific legal or tax advice. Please consult with your professional tax or legal advisor for your personal situation.