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Wealth Management Services

Maximizing your portfolio and tax opportunities**, funding education for your children or grandchildren, whatever your investment or asset management goal, it becomes our goal for you. Today there are more options than ever before to help you reach them.

Family Issues

From managing the impact of asset transfers and distribution, to reducing the tax burden of a family–owned firm, our priority is not to sell you products but to develop a relationship based on trust, mutual respect, and superior strategies.

Exemplary Service

Whether your goal is to build it, or to protect it, our team combines investment*, trust, insurance*, and FDIC insured banking resources to help you reach your specific goals. We combine extensive consultation with pinpoint execution to drive the performance you demand — consistently.

StellarOne’s Wealth Management team also provides the following services:

Financial Planning

We’ll help you assess your entire financial picture and make recommendations to help you achieve your financial goals.

Retirement Planning

Successful retirement planning is not a one–step procedure, but rather an ongoing process. Our team will evaluate the changes in your lifestyle, goals, objectives, and risk tolerance levels, and help you make the necessary adjustments to your portfolio and financial retirement plans.

Employee Benefit Services

Turn to us for attractive Qualified Retirement plans, including 401(k) and Simple IRAs.

Business Succession Planning

We can help you strategize and develop a plan for your business to be passed on to a future generation or other successors which will maximize financial security for all.

Foundation (Non–Profit) Management

Our knowledgeable advisors will help you with management, custodial and agency programs, as well as useful ideas for your organization’s charitable giving program.

Trust Services

Our professional trust team offers a complete range of fiduciary services. They work hand and in hand with people just like you.

And, because the nature of trust services has changes so much over the years, trusts are now being used by young families, empty nesters, and retirees of all income and asset ranges.

We’ll help you plan for the care of a special needs child, or an aging parent, or for the financial responsibility of higher education. Establishing a trust can help you effectively grow assets, save taxes, protect and manage property, and much more. Our trust professionals will also help you in the areas of trust administration and estate planning.

Trust services provided through StellarOne Bank.

Asset Management*

At StellarOne, we want to be there for all of your financial needs, and that includes helping you manage your assets successfully. Our experienced team will work with you to find a strategy that makes the most sense for you. Managing money is a full–time job. Employing a professional money manager allows you to do what you best, while we focus on growing and protecting your assets.

We have access to a broad offering of investment options delivered through a comprehensive range of products and strategies. Investment options available to StellarOne customers include mutual fund wraps, multi–strategy accounts, and separately managed accounts.

Underlying our culture is a commitment to providing consistently superior asset management. By planning today, we can help you protect your assets, and make them grow tomorrow.

Brokerage Services*

Financial advisors will work with you to help you reach your investment objectives through portfolio design, tax–focused strategies**, yield–focused services, and tax–deferred growth.

You enjoy the option of selecting investment management at your comfort level. We also offer ongoing analysis for periodic portfolio updating. Your portfolio will be built around your risk tolerance and earnings goal, with consideration of tax advantages** for you.

Securities and insurance products offered by Cetera Financial Institutions and its affiliates, member FINRA/SIPC. Investment advisory services offered by Cetera Financial Institutions, a SEC registered investment advisor.

*
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Cetera Financial Institutions' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

** Consult your tax adviser about tax saving opportunities.

Cetera Financial Institutions and StellarOne are independent entities.