Meet Salisbury Bank Wealth Advisory:
Over 100 years of trusted wealth management.
Most people have an idea of what they want to achieve financially, but few have a plan in place to reach their goals. We ask the right questions, help you properly account for your assets, then work with you to prioritize your goals.
Let us be your partner for the long term.
Schedule a free consultation with a Salisbury Bank Wealth Advisory expert
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Our Services
Wealth Advisory
We believe that wealth advisory is more than investment and asset management. It is about making sure an appropriate financial framework is in place and that resources are being allocated efficiently. The planning piece of what we do supports our work together, and forms the foundation for the guidance we provide to you, your family, or organization.
Trust and Estate Administration
Our Officers have years of experience in trust and estate administration, with varying areas of expertise to guide you, either as a co-fiduciary, your successor Trustee/Executor, or for you as Agent for Trustee/Executor.
Retirement Plan Advisory
Salisbury Bank Wealth Advisory works with your company to provide advice for retirement plan investment options or to manage those accounts in accordance with the Investment Policy Statement we develop together. We can work with your preferred third party administrator, or with one with which we have an established relationship – you may select. Similarly, there are multiple options for plan platforms to allow for an efficient solution depending upon the type and size of the plan.
Asset and Investment Management
Assets are managed by Salisbury Trust Officers with the oversight of our internal Trust Investment Committee, utilizing an investment consulting service to provide investment partner and fund due diligence and recommendations. This structure has allowed us to broaden our investment management strategies to include both active and passive portfolios. We take into consideration the circumstances and requirements of the account, the risk tolerance and risk capacity of the client, and investment preferences.
Why Salisbury Bank Wealth Advisory?
We have done this for more than 100 years. Seeking guidance from a professional wealth management firm is wise because the right one will address the all-important technical issues for you and help give you control over your financial life.
At Salisbury Bank Wealth Advisory, we provide a disciplined approach to wealth management and support our clients with the structure they need to succeed.
You can count on us to:
- Focus on the long term
- Invest appropriately
- Maintain diligent oversight
- Report your progress
Our planning process includes:
- Utilizing comprehensive financial management, incorporating investments, banking, and trust administration.
- Taking a planning-based approach toward investment management, geared to meeting cash flow and future retirement needs, rather than simply being focused on stock market trends.
- Working closely with our clients’ legal and tax advisors to fashion an overall financial plan that fits their goals and objectives.
- Under one roof, coordinating banking and investing to ensure portfolio income is easily accessible from your checking account, if necessary.
How Are We Different From Other Investment Management Firms?
- Providing wealth management services for more than 100 years.
- An experienced team, dedicated to your family.
- Work with multi-regional clients with complex circumstances.
- Decisions made locally.
- Thoughtful, non-bureaucratic.
Our Team
Steve Essex, CFP, CTFA
Executive Vice President,
Head of Trust Wealth Advisory Services
860.453.3390
SEssex@SalisburyBank.com
Steve heads the Wealth Advisory area of Salisbury Bank and Trust Company. From his years of experience in helping individuals and families with trust, estate and financial planning matters, he believes the best way we can help our clients is through an understanding of their overall financial picture and life plans. He is an advocate for the benefits of “wealth management with trust administration and estate settlement services” provided by our team of wealth advisory professionals.
Education: Steve received a BS in Economics from the University of Connecticut in 1991, his Certified Financial Planner licensee in 1998, and his Certified Trust and Financial Advisor in 2013.
Community Involvement: Steve has been involved in his community on various Boards including those of Asylum Hill Church, PLAN of Connecticut, Market Place of Salisbury, and the Salisbury Forum.
Steven Brandfield
Senior Wealth Director
860.453.3395
SBrandfield@SalisburyBank.com
Robert Wiseman
Senior Vice President,
Trust Operations Officer
860.453.3391
RWiseman@SalisburyBank.com
Kimberly Downey, CTFA
Vice President, Senior Fiduciary Officer
860.453.3392
KDowney@SalisburyBank.com
Maurice Bowerman
Vice President, Trust Officer
860.453.3396
MBowerman@SalisburyBank.com
Dan Stanyon, CTFA
Vice President, Trust Officer
413.350.6024
DStanyon@SalisburyBank.com
Darilyn Woods
Vice President, Trust Officer
860.453.3394
DWoods@SalisburyBank.com
Jean Stapf, CTFA
Assistant Vice President, Wealth Manager, Trust Administrative Coordinator
860.453.3397
JStapf@SalisburyBank.com
Kiersten Higgins
Assistant Vice President,
Trust Operations Supervisor
860.453.3403
KHiggins@SalisburyBank.com
Lisa Ford
Trust Client Service Associate
860.453.3400
LFord@SalisburyBank.com
Jennifer Anderson
Trust Client Service Associate
860.453.3399
JAnderson@SalisburyBank.com
Bobbie Towle
Trust Client Services Associate
860.453.3398
BTowle@SalisburyBank.com
Sarah McIntyre
Trust Support Financial Analyst
860.453.3402
SMcintyre@SalisburyBank.com
Schedule a Consultation
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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.
860.435.5205
5 Bissell Street
Lakeville, CT 06039