Wealth Management

Custom Tailored Solutions To Grow & Protect Your Assets

In addition to our premier concierge banking services, Twin Cedars Bank is proud to offer our larger clients a suite of accompanying concierge wealth management solutions and products. By partnering with Carson Wealth Management Solutions, we can offer you the attentive, world-class client care you deserve.

Business Planning & Succession Planning

You have worked hard to create a successful and thriving business, so let Twin Cedars Bank help you secure its future with our array of business planning services.

Our professionals can help you craft smart and successful business plans designed for short and long-term success.
If you are looking to pass the torch to a new generation, our experts will work closely with you to carefully create and implement a succession plan that allows the company to continue smoothly during the transition in ownership or leadership.

Estate Planning

Twin Cedar’s wealth management professionals are well-versed in helping craft an estate plan to ensure the assets you wish to pass on will be successfully protected and transferred to your loved ones or philanthropic causes.

Twin Cedars Bank will work closely with you to outline your wishes and make adjustments as needed.
Estate planning can be a part of a wider arrangement of services and products to ensure the assets you bestow are protected for the future.

Investment Management

You have accrued wealth already, now let us help you grow and protect it.

Our attentive wealth management professionals with successful track records in growing wealth will work closely with you to create an individualized plan.
Receive active wealth management so that your investments are regularly fine-tuned to help you reach your life goals.

Insurance Products To Shield Your Assets

No one likes to think of unfortunate events happening to them, but we should all prepare for them.

Twin Cedar’s concierge wealth management professionals will help you shield your assets from the unthinkable with a wide array of insurance solutions and products
Receive insurance reviews to update your policies as part of a well-rounded investment management plan so you can protect your wealth as it changes and grows.

Tax Planning & Trust Services

One of the best ways to protect your wealth is to ensure that you do not lose it to unnecessary taxes.

The wealth professionals at Twin Cedars will carefully examine your past tax returns and assets to create a tax plan to avoid these pitfalls.
Forming a trust can be a powerful tool to shield your assets from unnecessary taxes and complications. A Twin Cedars trust expert will help you identify if a trust may be a good fit for you and draft the necessary formation documents.

Get Wealth Management Services That Serve You

Twin Cedars Bank has partnered with Carson Wealth to provide Wealth Management Solutions.

Cetera and CWM, LLC are not affiliated with the financial institution where investment services are offered.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Investments are NOT FDIC INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK GUARANTEED, MAY LOSE VALUE.

CETERA ADVISOR NETWORKS LLC OR ITS AFFILIATES OR DIVISIONS ARE NOT BANKS, AND THE PRODUCTS WE OFFER ARE NOT FEDERALLY GUARANTEED OR FDIC INSURED, ARE NOT DEPOSITS OR OBLIGATIONS OF, NOR GUARANTEED BY A FINANCIAL INSTITUTION, SUCH INVESTMENTS WILL FLUCTUATE IN VALUE AND INVOLVE INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF PRINCIPAL.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com .

From SIPC to www.sipc.org
From FINRA to www.finra.org
From important information to www.ceteraadvisornetworks.com/clients/important-disclosures
From Business Continuity Plan to www.ceteraadvisornetworks.com/businesscontinuity

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