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.

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