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Wealth Management

We provide a comprehensive trust, investment, and banking relationship customized to your individual needs. This is what makes Republic unique.

Our goal is to provide you the ultimate personalized service including:

  • Trust services
  • Insurance product options
  • Complimentary consulting, planning, and investment strategy services
  • Full access to global investment opportunities
  • Flexibility in the level of direct involvement you choose to exercise in your portfolio management

Banking Services

We are pleased to offer you Private Banking Privileges and Professional & Executive Privileges accounts to provide you a variety of complimentary and practical benefits, premium rates and discounts, and a promise to build a relationship with you to make your financial life simpler and more secure.

Investment Services

Republic Investment Services, LPL Financial and its affiliates (Member FINRA/SIPC), offer securities and insurance products. All Republic customers are offered a free investment consultation that can include one or all of the following:

  • Tax-advantaged investing – reduce your tax liability and let your money work for you
  • College planning – long-term planning to ensure you’re ready when your children are
  • Long-term care – ensure that you and your heirs are well cared for
  • Variable and fixed annuities – for tax-deferred growth potential
  • Asset allocation - distribute your assets appropriately
  • Insurance planning – secure your family’s future needs

These products:

  • Are not FDIC insured
  • Have no bank guarantee
  • May lose value
  • Are not a deposit
  • Are not insured by any federal government agency

To continue to the Republic Investment Services website Click Here.