About Wealth Management

Park Sterling Bank believes that, no matter where you are in your life, it’s a good idea to talk to someone about your financial goals and in order to put a plan together to achieve those goals. Whether you are just starting out, or thinking about saving for your children’s education or even planning to retire or sell your business, we can help.

Park Sterling Bank Wealth Management is a comprehensive financial services solution for individuals, businesses and institutions. Our products and services include customized credit solutions, investment management services, fiduciary services, employee benefit services, financial planning, estate planning and retail investment brokerage services.

We believe clients quickly determine whether a financial services company has their best interest at heart. We put our reputation on the line every day and this is something we must earn from all clients. In the end, we want to better understand our clients’ financial needs and aspirations. It won’t be surprising to hear that the stronger the relationship, the better the understanding of these needs and aspirations. While many firms will try to sell you the latest product, we are committed to steering clear of simply transactional relationships with our clients. What is it that you want to accomplish? We are great listeners and that is perhaps the way we can add the most value.

Park Sterling Wealth Management operates three distinct lines of business: Private Banking, Brokerage and Trust. Our holistic approach essentially combines the products and services of all three areas of expertise seamlessly so that our clients enjoy the benefit of all our knowledge without having to engage with three different divisions. As a result, clients benefit from a comprehensive, one-stop solution that is focused on building relationships, not transactions.

In Private Banking, we offer customized credit solutions and other financial services to individuals and families who have accumulated high net worth and/or enjoy high levels of income. Brokerage Services include securities brokerage, mutual funds and annuities, investment advisory and insurance-related products and services. Trust Services are essentially the Bank’s internal investment capability, which includes investment management services, employee benefits, financial planning and estate planning.

Some of us find the term “Wealth Management” intimidating. We think it must be for someone else – someone with more know-how, more savvy or just more money. But the truth is, Park Sterling’s Wealth Management Services are for everyone. Based on your own priorities, Park Sterling will put together a financial plan that addresses your needs today and tomorrow. The best part is, it doesn’t just sit on a shelf collecting dust. Instead, we revisit your plan with you each year to assure that it is still addressing your needs. Why not call on Park Sterling’s Wealth Management team today and enjoy Answers You Can Bank On from local people dedicated to your success