Wealth Management
Offered by Beacon Trust
Esquire Bank recognizes that the money you've earned needs to be invested wisely to fund future needs and prepare you for retirement. We provide clients with high-level service, FDIC insured investment options,* and investment management services in conjunction with Beacon Trust.
Beacon Trust offers a comprehensive suite of wealth management, family office, trust and estate, and tax planning services. Beacon's dedicated team of relationship managers, investment professionals, and senior executives provide unparalleled, proactive client solutions based on your lifestyle goals, business affairs, and family legacy.
Please contact us for more information about wealth management services.
A partial list of investment management and trust services includes:
- Equities
- Portfolio construction
- Risk management
- Fixed income (taxed and tax exempt)
- Alternative investments
- Estate administration
- Testamentary Trust and Trust Under Agreement
- Charitable investing
- Legacy planning
- Family office services
- Household management
- Tax planning
Investment and Trust Services offered through Beacon Trust:
- Not a deposit
- Not FDIC insured
- Not insured by any federal government agency
- Not guaranteed by the Bank
- May go down in value
*Banking Products offered by Esquire Bank are FDIC insured to the current limits. They include: Checking, Savings, Money Market, IOLA/IOLTA Accounts, Certificates of Deposit and CDARS® Program.
