Wealth Management - Bennington State Bank

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A Wealth Team You Can Trust

At the Bennington State Bank Trust & Wealth Management, we know that you want peace of mind when it comes to your financial picture. To do that, you need a trusted partner to help you understand the nuances of your unique financial situation.

We believe you shouldn’t have to figure it all out on your own. At the Bennington State Bank, we know that most people are not financial experts. That’s why we equip our neighbors with the information and confidence they need to make financial decisions and reach their goals. We want you to be confident you’re making educated financial decisions for yourself and the generations after you.

We help our clients with:

PLANNING

Bringing intentionality to financial goals and peace of mind to wealth transition

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INVESTMENTS

Bringing purpose to meeting your financial goal

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TRUST & FIDUCIARY

Bringing clarity and consistency in carrying our grantor’s intentions benefitting trust beneficiaries

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Here’s why clients turn to Bennington State Bank Trust & Wealth Management for guidance:

Bennington State Bank Wealth Management Team

We’re accessible.
We value personal relationships with our clients and enjoy getting to know you. You’ll have direct access to your team – quickly and in a manner that matters to you.

We listen.
We approach every conversation by listening to the problems you’re encountering. And then we help you solve those problems. We’ve created a truly customized approach, because we believe every customer is unique.

We’re locals.
We are part of the community and passionate about seeing our neighbors thrive. We’re committed to setting you, and the generations after you, up for success. We’re not going anywhere.

We prioritize your family.
We know financial conversations can be uncomfortable. We serve your family with care, experience, and professionalism. We do all that we can to navigate family dynamics and emotion in times of grief.

Getting Started is Easy

Schedule a Consultation

We’ll assess your financial picture and your goals to determine the best path forward.

Build a Strategy

You’ll receive a personalized strategy tailored to your needs, allowing you to move forward with confidence.

Enjoy the life you've worked so hard to achieve

You won’t have a reason to worry now that we’ve got your back.

Our Philosophy

At the heart of our business lies a commitment to innovation, integrity, and exceptional customer service. Explore how our core values shape our mission and guide every decision we make.

Our Investment Philosophy

Schedule a Consultation

Schedule a consultation today with our team of local wealth experts. It’s time to begin a generational partnership with accessible, trusted partners who have your best interests at heart.

Schedule your consultation

Meet our Wealth Team

Your local team of wealth experts.

BSB Trust & Wealth Management Team

Investment Products: Not FDIC Insured • Not a Bank Deposit • No Bank Guarantee • May Lose Value

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