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How We Work

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:


Traditional IRA

Roth IRA


Mutual Funds


Portfolio Analysis

Asset Allocation Design

Investment Management

Risk Management

Educational 529

Financial Planning

Retirement Plannning

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Corporate Benefit Planning

Investment Planning

Charitable Planning


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Wealth Transfer

Asset Protection

Life Insurance Analysis

Medicare Supplement

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (203) 513-8055