PROTECT YOUR ASSETS.

INVEST FOR THE FUTURE.

PROTECT YOUR ASSETS. INVEST FOR THE FUTURE.

A TEAM APPROACH.

At 1865 Wealth Advisors, our trust professionals, and 1865 Investment Services financial advisors are eager to work with you to customize an asset management strategy that matches your goals and objectives. Our heritage of stability, consistency and superior performance has earned us a reputation for providing reliable, unbiased advice for generations of families. As we help you and your family reach your financial goals, our philosophy is simple – we treat your money as if it were our own.

WE TREAT YOUR MONEY AS IF IT WERE OUR OWN.

Our bank partners develop holistic strategies tailored to meet your goals. Some professionals focus on one specific area, we focus on you. We will develop a plan to help you work toward your goals and adapt your plan as circumstances change.

  • PRIVATE BANKING SERVICES

  • TRUST SERVICES
  • ESTATE SETTLEMENT SERVICES
  • BUSINESS INVESTMENT SERVICES
  • PERSONAL SERVICES

OUR VALUES.

Our investment and trust professionals are eager to work with you to customize an asset management strategy that matches your goals and objectives. Our highly-focused team approach leverages the expert guidance of the 1865 Wealth Advisors.

Our heritage of stability, consistency and superior performance has earned 1865 Wealth Advisors a reputation for providing reliable, unbiased advice for generations of families. As we help you and your family reach your financial goals, our philosophy is simple – we treat your money as if it were our own.

Costs

We are sensitive to costs and believe in full disclosure. We feel our greatest strength is having the independence to choose the very best investment providers in the industry. By using non-proprietary mutual funds we are able to use investments being selected by some of the best asset managers in the world.

We believe panic, overconfidence, and taking unnecessary risks ruin long-term investment success. The prudent way to invest? Set up a long-term plan, decide on an appropriate mix of stocks, bonds, and cash investments matched to your time frame, objectives and tolerance for risk.

We invest our client’s money as if it were our own. As a chartered bank and approved fiduciary, 1865 is required by law to put our clients’ interests ahead of our own. We do this by having a disciplined investment process in place that focuses on stability, consistency and superior performance over the long-term.

We are sensitive to costs and believe in full disclosure. We feel our greatest strength is having the independence to choose the very best investment providers in the industry. By using non-proprietary mutual funds we are able to use investments being selected by some of the best asset managers in the world.

We believe panic, overconfidence, and taking unnecessary risks ruin long-term investment success. The prudent way to invest? Set up a long-term plan, decide on an appropriate mix of stocks, bonds, and cash investments matched to your time frame, objectives and tolerance for risk.

We invest our client’s money as if it were our own. As a chartered bank and approved fiduciary, 1865 is required by law to put our clients’ interests ahead of our own. We do this by having a disciplined investment process in place that focuses on stability, consistency and superior performance over the long-term.

OUR SERVICES COMPLIMENT AND ENHANCE

OUR SERVICES COMPLIMENT AND ENHANCE YOUR ONGOING STRATEGY.

YOUR ONGOING STRATEGY.

TRUST & ESTATE SERVICES

Your personal financial objectives may require additional services beyond a targeted investment strategy. In certain cases, trust arrangements can be made to help with such goals as:

  • Support for an elderly relative

  • Charitable gifting

  • Management of assets for incapacitated individuals

  • Create future security for disabled loved ones

  • Long-term asset management provisions for your family after your death

  • Asset transfers under terms you specify

INVESTMENT SERVICES*

A financial advisory practice of Ameriprise Financial Services, LLC

Our investment management process starts with getting to know you. Once we understand your financial requirements and goals for the future, we’ll recommend an investment program to help you work toward your objectives. We’ll also help you understand the basics of investing and the importance of having realistic goals and expectations.

  • Define your goals

  • Discuss options

  • Present Solutions

  • Implement your portfolio

  • Track and monitor

BUSINESS INVESTMENT SERVICES

As a business owner, you’re continually looking for opportunities to grow your business. You work hard to make your business succeed, even as you face critical day-to-day decisions and responsibilities. We can help.

  • Employee retirement plans
  • Corporate executive compensation plans
  • Business succession planning

Together we can map out the next steps so you can optimize your resources, achieve your business and individual financial goals, and spend less time managing your finances – all so you can spend more time on your business.

PERSONAL SERVICES

There are times when a parent, child or loved one suddenly find themselves alone or no longer able to handle or manage their personal finances. Our 1865 Wealth Advisors team understands the trust that is required to turn something so important over to a third party and we’re experienced in handling this sensitive situation with care.

  • Naming a Power of Attorney is a big decision and speaking with a professional third party will help ensure you’re aware of your options, while also allowing you the peace of mind that you’ve made the right decision. You can even name 1865 Wealth Advisors as your Power of Attorney, if you so choose.

  • Sometimes bill paying and account reconciliation become too much. Again, for these and other personal financial services, we’re here to help.

TRUST & ESTATE SERVICES

Your personal financial objectives may require additional services beyond a targeted investment strategy. In certain cases, trust arrangements can be made to help with such goals as:

  • Support for an elderly relative

  • Charitable gifting

  • Management of assets for incapacitated individuals

  • Create future security for disabled loved ones

  • Long-term asset management provisions for your family after your death

  • Asset transfers under terms you specify

INVESTMENT SERVICES*

A financial advisory practice of Ameriprise Financial Services, LLC

Our investment management process starts with getting to know you. Once we understand your financial requirements and goals for the future, we’ll recommend an investment program to help you work toward your objectives. We’ll also help you understand the basics of investing and the importance of having realistic goals and expectations.

  • Define your goals

  • Discuss options

  • Present Solutions

  • Implement your portfolio

  • Track and monitor

BUSINESS INVESTMENT SERVICES

As a business owner, you’re continually looking for opportunities to grow your business. You work hard to make your business succeed, even as you face critical day-to-day decisions and responsibilities. We can help.

  • Employee retirement plans
  • Corporate executive compensation plans
  • Business succession planning

Together we can map out the next steps so you can optimize your resources, achieve your business and individual financial goals, and spend less time managing your finances – all so you can spend more time on your business.

PERSONAL SERVICES

There are times when a parent, child or loved one suddenly find themselves alone or no longer able to handle or manage their personal finances. Our 1865 Wealth Advisors team understands the trust that is required to turn something so important over to a third party and we’re experienced in handling this sensitive situation with care.

  • Naming a Power of Attorney is a big decision and speaking with a professional third party will help ensure you’re aware of your options, while also allowing you the peace of mind that you’ve made the right decision. You can even name 1865 Wealth Advisors as your Power of Attorney, if you so choose.

  • Sometimes bill paying and account reconciliation become too much. Again, for these and other personal financial services, we’re here to help.

YOUR LOCAL FINANCIAL PARTNERS.

Western New York

1865 Wealth Advisors at BankOnBuffalo

Central Pennsylvania

1865 Wealth Advisors at CNB Bank

Great Lakes Region

1865 Wealth Advisors at ERIEBANK

Central Ohio

1865 Wealth Advisors at FCBank

Virginia

1865 Wealth Advisors at Ridge View Bank

Tri-State Area (PA, NY, OH)

1865 Wealth Advisors at Impressia Bank

GET IN TOUCH TODAY!

It’s easy to arrange a confidential financial review. You may contact us directly by phone, via this contact form, or by setting up an appointment at the 1865 office nearest you.

* We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value

Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

1865 Investment Services is a financial advisory services of Ameriprise Financial Services, LLC.

Trust & Estate Services, Business Investment Services, and Personal Services are offered by certain representatives of 1865 Wealth Advisors and not through or in association with Ameriprise Financial Services, LLC.

1865 Wealth Advisors and trust professionals are not affiliated with Ameriprise Financial, Inc.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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