Wealth Management

We provide extraordinary investment services by developing high touch relationships.

Wealth Management Services are custom-designed to serve the needs of individuals in the process of accumulating or preserving wealth for this generation or the next. Willow Financial Wealth Management professionals are teams of experts who provide integrated planning and personalized solutions that are distinctly different in the way they address your investment, trust, deposit and borrowing needs - both personal and business.

At Willow Financial Bank, we do not use proprietary investment products, assuring you of impartial solutions utilizing the best products and investment programs.

Investment Services:

• Personal Professional Manager
• Customized Portfolios
• Account fees based on total assets managed-not brokerage commissions

Broker/Dealer Services

A full range of transaction-oriented services is available to you.  We provide services for individual, institutional, investors for pensions,  profit-sharing, Keogh, IRA, 529, corporate, not-for-profit and trust accounts.

We buy and sell:

• Listed, NASDAQ and OTC Equities
• Stock and Market Options
• Municipal Bonds
• Corporate Bonds
• Treasury Securities
• Agency Securities
• Exchange Traded Funds
• Separately-Managed Accounts
• Mutual Funds

We also provide:

• Insurance and Annuity Expertise
• Investment Recommendations
• Corporate Research
• Market and Statistical Information