Private Banking and Wealth Management
Ensuring the financial well-being of our customers is our priority. In 2016, we joined the SagePoint Financial team. In doing so, Western States Bank can provide solid financial planning and wealth management to our customers throughout their lives.
Whether you are a current investor or looking to invest for the first time, SagePoint Financial has solutions for every stage of life. We can help you design a program tailored for your individual needs. To learn more about investing in today’s markets, visit www.sagepointfinancial.com.
*IMPORTANT CONSUMER INFORMATION
Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA/SIPC and a registered investment advisor. Western States Bank is not affiliated with SagePoint Financial, Inc. Securities are not insured by the FDIC or federal government, not a deposit/obligation of or guaranteed by Western States Bank, and may lose value.
This communication is strictly intended for individuals residing in the states of CA, CO, IN, MT, NE, ND, NM, WA & WY. No offers may be made or accepted from any resident outside the specific states referenced.
A broker/dealer, investment advisor, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.