Wealth Management

Build and Manage Wealth

We partner with Tradition Wealth Management, an innovative, fee-based wealth management firm providing collaborative financial solutions to individuals, families and business owners.

With substantial wealth comes complexity. Tradition Wealth Management begins by listening. Your financial decisions are about much more than money; they reveal what you care about most: your family, your work, your vocation, your lifestyle and your philanthropy. Accordingly, each client deserves individual attention and objective, independent advice. We seek to help bring your financial life into alignment with your unique values and life goals.

For further information on Tradition Wealth Management, please visit their site at www.traditionwealthmanagement.com

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Adviser. Tradition Wealth Management, LLC, is independent of ProEquities, Inc. and Tradition Capital Bank.

ProEquities, Inc. is not affiliated with Tradition Capital Bank (TCB).

Securities and insurance products offered are not insured by the FDIC; are not deposits or other obligations of TCB and are not guaranteed by TCB; and are subject to investment risks including possible loss of the principal invested.