Trust & Wealth Management

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Your local guides as you navigate your financial future

Future finances aren’t “one size fits all.”

We’re ready to listen so we can provide customized financial guidance. At Bennington State Bank Trust & Wealth Management, we know that you want peace of mind when it comes to your financial picture. To do that, you need a trusted advisor to help you understand all of the nuances of your unique financial situation.

Bennington State Bank Wealth Management Services

Team Based Approach

We are committed to your lifelong journey

We’re accessible.
We value personal relationships with our clients and enjoy getting to know you. You’ll have direct access to your team – you won’t have to wait on hold for hours.

We listen.
We approach every conversation by listening to the problems you’re encountering. And then we help you solve those problems. We’ve created a
truly customized approach, because we believe each customer is unique.

We’re locals.
We are part of the community and are passionate about seeing our neighbors thrive. We’re committed to setting you – and the generations after you – up for
success. We’re not going anywhere.

We prioritize your family.
We know that financial conversations can be uncomfortable. We serve your family with care, experience and professionalism.

We help our clients solve these problems

Financial planning helps bring intentionality to financial goals
Estate planning helps bring peace of mind to a family’s wealth transition
Retirement plans for businesses create a solid benefit for your employees’ future
Farm Management enables smooth transition of farm assets to be managed by a professional
Investment management brings purpose to meeting your investment goals

Plant sprouting from soil, local community bank, grow your wealth with trust & wealth management services local community bank

Meet Our Trust Team

Your local team of wealth experts.

BSB Trust & Wealth Management Team

Trust & Wealth Management Investment Products are:

NOT FDIC insured
NOT deposits of the bank
NOT guaranteed
are subject to investment risks, including the possible loss of principal invested.

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