Wealth Management
No matter where we are in life, we all wish we were doing a little better. The Countybank Wealth Management Group can help you make that happen.
Wealth Management means having access to the services that make the most of your money -- whether you're just starting out, or you need management and planning for a sizable estate.
We serve a broad spectrum of clients by having assembling a team of companies that bring diverse specialties to bear on your individual needs. The Wealth Management Group consists of Countybank Trust Services, Countybanc Investment Services, Inc. and Greenwood Capital Associates, LLC. We invite you to learn more by following the links to your left, and use the Request Appointment link you'll see on those pages to get answers to specific questions.
Financial Planning
Certified Financial Planners and Chartered Financial Consultants take a 360 degree look at your financial life and develop plans to achieve your financial goals.
Estate Management & Trust Services
Establish a trust as the foundation of your estate plan. Business owners should create clear succession plans.
Countybanc Investment Services, Inc. Brokerage
If you're starting out, rolling over a 401(k), or figuring out your retirement, we're a dependable partner.
Greenwood Capital Associates LLC for Individual Investors
GCA is a Registered Investment Advisory firm, ranked as one of the top ten Wealth Management firms in the Southeast by Goldline Research.
Greenwood Capital Associates LLC for Institutional Investors
A Registered Investment Advisory firm, offering proprietary Large-Cap and Fixed-Income products to institutional investors.
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