JSB Wealth Management provides you with a resource that can offer informed advice based on your individual needs and financial goals. We have partnered with Shade Financial Services, Inc., to provide you with the personal service you come to expect from “A Real Community Bank”. Whether you are looking for growth, income, or tax advantages, we can assist you in making informed decisions to pursue your long-term financial goals.
Our Core Beliefs
We believe that our clients, armed with accurate financial information, will make intelligent financial decisions. Our objective is to give our clients the information they need to make these decisions with confidence.
Products & Services
JSB Wealth Management provides a wide range of investment products, including:
401 (k) Planning
403 (b) Planning
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Long Term Care Insurance
Securities and insurance products offered through LPL Financial, Member FINRA/SIPC. Advisory services are offered through Shade Financial Services, Inc.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
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