• Balance is everything. Your investment plan should be created just for you - but, developing a comprehensive plan can be a bit of a balancing act.

  • Don't get caught off-guard. Let us help you avoid the traps of taxes and inflation, while keeping more of what you earn.

  • Take a closer look. The right directions can amke a difference when it comes to a secure retirement.

    Sandy Spring Wealth Management

    Taking a financial planning approach, Wealth Management offers you a wide variety of solutions: advisory services, retirement solutions, insurance solutions, and alternative investment strategies to meet your needs through every phase of your life.

    Trust Services

    When it comes to managing money and executing estate plans, the Trust Department sets the bar high, with expertise in fiduciary services.

    West Financial

    A fee only investment advisory firm providing portfolio management and financial planning services since 1982.

     

    Sandy Spring Wealth Management

    *Not FDIC Insured *No Bank Guarantee
    *Not a Bank Deposit
    *Not Insured by any Federal Government Agency
    *May Lose Value*

    Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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    This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

     

     

     

     

     

     

     

     

     

     

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