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2268 Main Street Suite 205 Stratford, CT 06615

(203) 513-8055
edward@bankswealth.com
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About Us

Our Primary Purpose

Banks Wealth Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Primary Purpose

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call.

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