Our Services

As a comprehensive, independent financial advisory firm, Banks Wealth Management LLC specializes in customizing plans for your unique financial planning, retirement planning and insurance needs. In creating your road map for financial security and independence, we strive to set up efficient investment processes-rather than chasing the market and trying to hit financial home runs.
 
There are a wide array of financial services, products and strategies that are part of our tool kit to help you reach your goals. We leverage our network of financial professionals to present you with an extensive menu of services covering a wide range of areas. Some of these include:
 
Investments
  • Portfolio Analysis
  • Asset Allocation Design
  • Investment Management
  • Risk Management
Insurance
  • Asset Protection
  • Wealth Transfer
  • Life Insurance Analysis
  • Long Term Care
Financial Planning
  • Tax Planning
  • Estate Planning
  • Business Benefit Planning
  • Retirement Planning
  • Investment Planning
  • Charitable Planning