Returning Wealth Management Clients

Planning for Life Events

Every client brings his or her own unique set of circumstances that must be considered prior to the recommendation of financial services. However, we often find that certain"life events" are common to many of our clients.

We offer potential solutions for some of the most frequent challenges facing our customers

College Tuition

Coverdell Education Savings Account
529 Plan


Annuities (Fixed & Variable)
Employer Sponsored Plans
Long-Term Care Insurance

After Retirement

Gifting Programs
Long-Term Care Insurance

Organizing an Estate

Trust Services (made available through Sussex Bank)
Life Insurance
529 Plan (for children or grandchildren)
Long-Term Care Insurance

Whatever your financial goals might be, we want to help you get there. CONTACT US today for a free, no obligation consultation.


Returning Wealth Management Clients:

Wealth Management Services Are

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the Bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.