In a complex financial environment, wealth management expertise takes on special importance. Through our affiliation with Tompkins Financial, Mahopac National Bank is pleased to offer our clients best-in-class Wealth Management services provided by Tompkins Financial affiliates AM&M Financial Services and Tompkins Investment Services.
AM&M is one of the nation's leading wealth management firms and an Independent Registered Investment Advisor, Tompkins Investment Services is the Trust division of Tompkins Trust Company, providing trust, estate and investment services for more than a century. Both are proud to adhere to a fiduciary standard in providing advice and investment services. Today clients entrust more than $2 billion in investment assets to our care and management.
The Tompkins Financial Wealth Management Process
As a Tompkins Financial Wealth Management client, you partner with a dedicated, experienced advisor and a team of specialists. We offer comprehensive capabilities in financial planning and plan implementation, investment management, and insurance. Your wealth advisor works with you and your advisors to develop integrated, fully-customized solutions for you, your family, business, and legacy including philanthropy. Our clients include business owners, corporate executives, professionals, and other individuals who have built assets that they want to enhance and protect.
Our process includes:
Building a relationship through listening to you and understanding your needs
Recommending integrated wealth management solutions based on sound, objective and unbiased financial planning and advice (compensation is not based on financial product sales or commissions). Customizing an investment strategy that is objective, unbiased, and avoids conflicts of interest
Actively managing your investment account to stay on track with your investment strategy, while minimizing risk and achieving tax efficiency*
Providing an exceptional level of service, delivered with the utmost integrity and professionalism
Wealth Management can help you maximize today's opportunities and accomplish something equally important: help to build and preserve your wealth for tomorrow.
Learn more about how our assets can be the ideal complement to your own.
Meet Our Local Team or Request Information
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any Federal government agency, and are subject to investment risks, including possible loss of principal.
*Consult your tax advisor