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Our Story
Wealth Management is a leading provider of financial services and consulting to individuals and businesses of all sizes.
We are a part of , a full-service community bank formed in 1856. operates over 150 banking locations in six states, including New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. Known for a commitment to local communities and strong financial performance, has earned a reputation for excellence among the people it serves and the financial services industry at large.
Wealth Management has built a reputation – and a business of its own – on this solid foundation. Together with our sister companies, Insurance Agency and EPIC Advisors, Inc., we offer a range of financial services that give us the ability to bring even more to the table for our clients.
Today, our story continues to evolve. But as we grow, we’re far more interested in helping you with your story – your goals, your challenges and what counts most to you.