Products & Services

Products & Services

wealth management

Wealth Management

Experience Matters

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.

Mission

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:

Investments
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k)
  • Brokerage Accounts
  • Fixed Annuity
  • Variable Annuity
  • Educational IRA
  • 529 Plan
Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
Insurance
  • Life Insurance
  • Health Insurance
  • Medicare Supplement
  • 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