Wealth Management Solutions
As a part of the Private Client Group, you’ll receive individualized, personal attention, no matter what stage of life you are in. Here are some of the solutions that can help you protect and build your assets.
Products and Services: Your dedicated Private Banking Officer works with our investment professionals to identify the products you need to pursue your financial goals. Whether you’re a new investor or have years of experience, we’ll take the time to understand your unique circumstances and goals, and help provide the best solutions.
Advisory Accounts: These fee-based accounts can be customized, or we can work with you to select a managed account that will meet your specific needs.
Exchange Traded Funds: A viable solution for your portfolio.
Mutual Funds: We don’t sell proprietary products, so we always give you objective reviews and recommendations.
Stocks and Bonds: We have access to stocks and government agency, municipal and corporate bonds that fit your portfolio.
Life Insurance: Protect everything you’ve worked so hard to achieve, and give your family financial security with sensible, cost-effective life insurance solutions.
Long-Term Care: Chances are you or someone in your family will need long-term care at some point in the future. Sandy Spring Private Client Group can help you plan for that possibility, or at the very least, help you understand the options that are available to you.
Annuities: We’ll help you evaluate the benefits of annuities and determine if it is the right product for your situation.