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Wealth Advisory Services
Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company, values the unique financial journeys of each client.
Why We're Different
Tailored Solutions
We believe each client is different, with their own complexities and objectives.
Investment Culture
We are not tied to one solution or one investment option. The unique needs of our clients guide us to an appropriate strategy.
Trust and Estate Services
Rely on one institution to develop your plan and to see it through for generations.
Responsibility as a Fiduciary
We have acted as a fiduciary since our creation in 1925 and always have the best interests of our clients in mind.
Our People
Experienced advisors are prepared to work alongside you and your family.
Have you thought about...
How to create and pursue a financial plan to reach your objectives?
Consider this:
How your estate documents work together with titling of assets and beneficiary designations?
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How to prepare for your retirement future as a business owner and the retirement security of your employees?
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other important estate planning matters?
Consider this:
Estate Planning for Your Digital Assets
Preserving Family Relationships while Preserving Family Wealth
Read More about Preserving Family Relationships while Preserving Family Wealth
your investment portfolio management?
Consider this:
The Right Answer for Portfolio Management
Investing Lessons from the Tour de France
Questions? Contact a Trust & Investment Officer
Additional information and help:
Securities and investment products offered through Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company, are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by the bank or any bank affiliate. These products are subject to investment risk, including the possible loss of the principal invested.
