Wealth Management Services

Wealth Management Services
Many people mistakenly assume
that Wealth Management
Services are designed exclusively
for the affluent
In fact, our Wealth Management Services
help customers of all ages and lifestyles
plan for their futures. Let’s start planning
for your future today.
Look to us for direction
Our Wealth Management Services serve
individual and business customers from
all walks of life. For your family...for your
business...let us help you sort through all
the details.
for your financial
Call our Wealth Management
Services Representative today
at (844) 848-8860.
Setting a course
(844) CLOSE-2-U
(844) 256-7328
Rev. 02/15
At Sussex Bank, we go the distance to be closer to our customers...
Wealth Management Services
Help for Today...and the Future
When it comes to planning for financial security, short-term and long-term goals are equally
important. At Sussex Bank, we listen carefully
to understand your current lifestyle and your
vision for the future. We then assist you in
identifying opportunities that consider your
long-term security and the milestones (such as
tuition) you’ll encounter along life’s journey.
Best of all, you might be pleasantly surprised to
find out that taking advantage of these opportunities might not require a significant sacrifice
in your current lifestyle.
Every client brings his or her own unique set
of circumstances. However, we often find that
certain life events are common to many of our
clients. For example:
•Are you concerned about tuition costs?
•Have you recently changed or lost a job?
•Are you expecting the birth of a child or grandchild?
•Can you use some investment income
right now?
•Are you concerned about having enough set aside for retirement?
•Are you curious about saving money on income or estate taxes?
•Are you concerned that your current
savings or investments aren’t earning enough?
If your answer to any of these questions is
yes, you’ll be pleased to know that our Wealth
Management Services can show you opportunities you might not have previously thought
Diversity of Products...
Professional Expertise
At Sussex Bank, we can assist you in meeting
your goals with a wide range of products:
•Financial Planning
•Estate Planning
•Mutual Funds
•Tax Deferred Annuities
•Individual Retirement Accounts (IRAs)
•Alternative IRAs (Roth, Education)
•Education Fund Accounts (e.g., 529 Plans)
•Custodial Accounts
•Retirement Plans (401(k), 403(b), SEP)
•Discount Brokerage
•Corporate & Municipal Bonds
•Money Market Funds
•U.S. Government Securities
•Life Insurance
•Long-Term Care Insurance
•Disability Income Insurance
In addition, you can rest assured knowing
that your Wealth Management Services representative is a highly trained, fully licensed
and thoroughly experienced financial professional. Another Sussex Bank quality you’ll
appreciate is the respect you’ll find for your
current lifestyle and your future goals. You’ve
worked hard to get where you are today, and
no one respects that more than your Wealth
Management Services professional.
Important Information
Investments, Discount Brokerage Services, certain Insurance
Services and Internet Trading are offered through Sorrento
Pacific Financial, LLC, member FINRA/SIPC. These entities are
not affiliated with Sussex Bank.
Wealth Management Services Are:
• Not FDIC Insured
• No Bank Guarantee
• May Go Down in Value
• Not a Deposit
• Not Insured By Any Federal
Government Agency