Wealth Management

The ESB team is proud to help our clients weave every element of their financial lives together to achieve all of their goals in comprehensive fashion.

Hearing You

Each individual and family has a unique identity based on their goals and values. At ESB, we invest the time to truly understanding our clients. This understanding enables us to chart a path toward your most successful and fulfilling future.

Financial Services

Our comprehensive financial services clarify your goals and translate your dreams into specific targets. They include clear, actionable steps toward the future you envision.

Importantly, our plans are designed to be adaptable: Should your situation and goals change, your plan can evolve.

Investment Management

Our investment portfolios are designed to meet the objectives laid out in your financial plan in the safest, most efficient manner possible. Employing a proven, disciplined approach, we seek the optimal balance between protecting and growing your capital. We want you to look to the future with optimism while enjoying peace of mind right now.

Estate Planning

Estate planning can lay a foundation for multiple generations of prosperity, while providing confidence and a sense of fulfillment in the present. Our team works with trusted legal partners to coordinate every aspect of your estate planning.

At ESB, comprehensive planning is more than just a buzzword. We firmly believe that your financial life is a chain, and we work to ensure that each link is strong and stable. With that strength comes confidence and an ability to live life to the fullest.