Wealth Management

  • Older couple sitting on couch with their adult daughter working on a laptop

    Investments

    Preparing for the future.

    Expert Advisory and brokerage services with the attentiveness and cordiality of a local community bank.

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  • man and women sitting at computer looking over document

    Trust & Estates

    Best-in-class fiduciary expertise.

    With an emphasis on personalized, professional skill, Bank of Clarke Trust Department has helped members of our community with trust administration and investment needs since 1924.

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    Private Banking

    Exclusive rewards to our valued clients.

    Eligible Private Banking clients, have access to a suite of enhanced banking and wealth management services at no additional cost.

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For more than a century, the Bank of Clarke Wealth Management team has provided dedicated services to clients, adapting to your various needs.

Meet the Wealth Management Team



OSAIC Advisory/Brokerage:

Investment and insurance products and services are offered through OSAIC INSTITUTIONS INC. Member FINRA/SIPC. Osaic Institutions Inc. located at Bank of Clarke. Osaic Institutions Inc. and the bank are not affiliated. Products and services made available through Osaic Institutions Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Disclaimer: Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Not Guaranteed by any Government Agency. Not a Bank Deposit.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. OSAIC INSTITUTIONS INC. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.