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Investment Services

We’ll help you write the story of your life.

Introducing WB&T Wealth Partners.

You can boost the earning power of your money. It’s a matter of managing it for maximum performance—knowing your goals and the strategies best suited to achieving them.

Our advisors analyze your current financial situation and work with you to design a plan that makes the most of what you’ve got.

Coast line with boats.

We can help with your personal finances, your business—or both. Here are a few of the areas of our expertise:

  • Retirement Plans
  • Personalized Wealth & Investment Management for Business Owners
  • Risk Management
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Estate Planning
  • Charitable Giving
  • Cash Management
  • Business Sales and Valuations

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. WB&T Wealth Partners and Guardian Bank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. (Member FINRA/SIPC) are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.

ABA Routing Number: 061221310

Lost or stolen card? Call 1-800-383-8000
 

South Coast Bank & Trust

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Please note that our lobbies are closed at this time. Our drive thrus remain fully functional, along with our Customer Care Center, ITMs, Online Banking, Mobile Banking, Telephone Banking, Text Banking, Online Chat and full suite of Cash Management services. To access lobby services, please call to schedule an appointment.

This decision was not made lightly, but we must do our part to ensure the health and safety of our customers, community, and team.

We remain committed to serving you throughout this time and ask that you please reach out to us with any need or concern. We are here, we are listening, and we are in this together.