Banks Wealth Management

Banks Wealth Management LLC was established with the primary purpose of helping our clients achieve financial stability and security, leading to financial independence. We are a comprehensive financial planning firm that prioritizes providing personal and professional service to our clients. Our office is located at 2268 Main Street, Suite 205, Stratford, CT 06615, and you can reach us at (203) 513-8055 or edward@bankswealth.com.

Our team of experienced professionals takes a hands-on approach to evaluate and support all your potential investments. With years of experience, we are prepared to guide you through life's transitions, always adhering to our core values of trust, honesty, and integrity. We believe that values matter, and we strive to live by ours every day.

Products and Services

At Banks Wealth Management LLC, we offer a wide range of financial planning services, including Investment Advisory Services, Estate Planning, Retirement Planning, Insurance, and a full range of Corporate Benefit Plans. Our goal is to help you develop a customized financial strategy that addresses your unique situation and goals.

Investment Advisory Services

Our Investment Advisory Services focus on providing unbiased and objective investment advice. We work closely with you to develop a diversified investment portfolio tailored to your risk tolerance, time horizon, and financial objectives. Our team is committed to helping you make informed investment decisions and monitoring your progress to ensure your portfolio remains aligned with your goals.

Estate Planning

We understand the importance of protecting your assets and ensuring they are distributed according to your wishes. Our team works closely with you to develop a comprehensive estate plan, addressing issues such as asset protection, estate tax minimization, and charitable giving. We can help you navigate complex estate planning laws and regulations to ensure your plan is both effective and legally sound.

Retirement Planning

Planning for retirement can be complex and challenging. Our Retirement Planning services aim to simplify the process and help you prepare for a secure and enjoyable retirement. We work closely with you to estimate your potential retirement income sources, develop a savings strategy, and create a retirement plan tailored to your unique goals and needs.

Insurance

Insurance plays a critical role in protecting your financial well-being. At Banks Wealth Management LLC, we offer a variety of insurance products, including life, disability, and long-term care insurance. Our team can help you evaluate your insurance needs and select the right policies to protect you, your family, and your business.

Corporate Benefit Plans

Attracting and retaining top talent is crucial for any business. Our Corporate Benefit Plans can help you design and implement a competitive benefits package that meets the needs of both your business and your employees. We offer a wide range of benefits, including retirement plans, group life and health insurance, and executive compensation packages.

Our Commitment

We are committed to providing you with the highest level of service and expertise in the financial industry. Our team of experienced professionals is dedicated to helping you achieve your financial goals and providing you with the peace of mind that comes from knowing your financial future is secure. We work closely with you to develop a personalized financial strategy that addresses your unique situation and needs, and we continually monitor your progress to ensure your strategy remains effective and aligned with your goals.

At Banks Wealth Management LLC, we believe that building strong relationships with our clients is the key to success. We value transparency, honesty, and integrity, and we are committed to providing you with the personalized attention and service you deserve.