Investment Management
At Wayne Bank, we start by taking the time to understand your goals, values, and circumstances, customizing our approach to your unique situation. We provide ongoing supervision of your account in accordance with tailored investment guidelines designed to align with your objectives, risk tolerance, and time horizon.
Our investment strategy is based on financial market data, geopolitical developments, and economic factors, helping us to make thoughtful, objective decisions rather than reacting to short-term market fluctuations. We provide customized investment solutions, portfolio monitoring, fiduciary investment oversight, and continual review as your circumstances change.
We manage investments held in trusts, individual and personal accounts, and retirement accounts. We also provide investment management for non-profits and other institutions.
Bill Payment Services
If you are looking to simplify your financial life and protect your peace of mind, Wayne Bank offers bill paying services directly from eligible investment accounts, trust accounts, and IRAs. We can manage your routine disbursements securely and in a timely manner so you can focus on what matters most to you.
Retirement Services
Whether you are establishing a new retirement account, consolidating assets, or planning for wealth transfer, our experienced professionals can help.
We offer traditional IRAs, Roth IRAs, Inherited IRAs, Beneficiary IRAs, and Rollover IRAs.
Contact Our Team
We welcome the opportunity to learn more about your needs and explore how our fiduciary expertise can help you protect your assets, honor your wishes, and plan with confidence. Your initial meeting with Wayne Bank’s Trust, Estate, and Investment Services team is complimentary and carries no obligation or fee.
Let’s talk about your future.
Call 570-253-8506, email [email protected] or fill out this form.