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Choice Advantages
  1. Home
  2. Wealth
  3. Our Expertise

Our Expertise

You do not need to be wealthy to have a complicated financial life. We help get our clients’ affairs organized to allow time to concentrate on what is important to them.

Our team is comprised of experienced and dedicated professionals who value service to our clients above all else. Call 860.435.5205 to set up a complimentary, confidential meeting with a Salisbury Trust Officer, or visit us at locations below.

 

Meet the Team

Wealth Advisory Offices Locations

Google Maps

Lakeville, Connecticut

860.435.9801
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Poughkeepsie, New York

845.454.5511
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Great Barrington, Massachusetts

413.528.1201

Meet the Team

Robert Wiseman

Robert Wiseman

Senior Vice President,

Trust Operations Officer

860.453.3391
rwiseman@salisburybank.com
Steve Essex, CFP, CTFA

Steve Essex

Executive Vice President,

Head of Trust Wealth Advisory Services

860.453.3390
sessex@salisburybank.com
Steven Brandfield

Steven Brandfield

Senior Wealth Director

860.453.3395
sbrandfield@salisburybank.com

Meet More Team Members

Because it's time to experience a different kind of wealth advisory.

Let's Get Started

Build an investment plan that will help meet your goals.

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No bots here! Call or click to speak to a real person.

Visit Us

We have Trust Offices located in Lakeville, CT, Great Barrington, MA, Newburgh and Poughkeepsie, NY.

Securities and investment products offered through Salisbury Bank Wealth Advisory 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.

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Salisbury Bank
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    Call Us Today

    860.596.2444

     

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