Rooted in family and tradition, we’ve spent more than 65 years helping individuals, families, and business owners feel confident in their financial lives. Our relationships span generations, built on trust, continuity, and a deep understanding of what matters most.

Forbes Best-In-State Wealth Advisors 2026

Awards and Recognition

_{Awarded to: Peter Lurier, Managing Director — Investments
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). Fee paid for use of marketing materials.
Review Award Disclosures}

Investment and Insurance Products are:

Not Insured by FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Guiding Lives.Preserving Legacies.For Generations.

Rooted in family and tradition, we’ve spent more than 65 years helping individuals, families, and business owners feel confident in their financial lives. Our relationships span generations, built on trust, continuity, and a deep understanding of what matters most.

Awards and Recognition

Guiding Lives.
Preserving Legacies.
For Generations.