Wealth Management

Think of us as Your Personal CFO

Tradition Wealth Management is an independent financial planning and investment management firm.  The goal is to provide unparalleled client service creating lifelong relationships. Being independent enables Tradition Capital Bank to provide professional, unbiased and objective solutions to improve the quality of our clients’ lives.


  • Business Planning
  • Personal Financial Planning
  • Retirement Planning
  • Investment Management
  • Risk Management
  • Life Insurance Policy Reviews
  • Estate Planning
  • Retirement Income Strategies
  • Charitable Planning
  • Stock Option Analysis
  • Education Funding

Learn More