Wealth Management Services

Secure Your Nest Egg

If you’re looking to secure your nest egg, look no further than Range Bank. As a community bank, we offer comprehensive wealth management services with a special commitment to the people who live and work here… namely, you.

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Our Wealth Management Services Include:

• Investment Management
• Traditional and Roth IRA Administration
• Custody Services
• Traditional Brokerage Services provided through Range Investment Services

Investment Management

Because everyone’s investment approach is different, Range Bank offers customized solutions to best fit your specific needs, goals and comfort level. Trust our team to manage your securities and assets and to meet with you on a regular basis to discuss your portfolio’s returns and performance. When it comes to an investment strategy, few things are as valuable as sound advice. Our investment professionals will help you:

• Manage various securities and assets in order to meet your specific investment goals
• Focus on investment returns and performance with regularly scheduled reviews
• Pay bills (e.g., monthly utilities, insurance, medical, taxes, etc.)

Everyone has a different investment approach based on his or her specific goals and level of risk he or she is willing to assume. The investment professionals at Range Bank will work with you to determine a strategy that best fits your needs, goals, and overall comfort level. 

Traditional and Roth IRA Administration

If considering having your IRA professionally managed, let our experienced professionals provide the knowledge you need. Our team will help determine an investment solution that works with your retirement plans and calculate and set up required monthly distributions. Already have an IRA from a qualified plan or other provider? Let us assist with a stress-free rollover.

We can help you:

• Manage various securities and assets in order to meet your specific investment goals
• Determine your IRA contribution and assist with distribution processing
• Calculate and set up required monthly distributions
• Rollover your IRA from a qualified plan or other provider 

Custody Services

For those who are interested in managing their own investments, we offer Custody Services. Our team provides initial consulting to ensure you are on the right track, and then lets you enjoy a non-managed investment banking relationship where all trading activity is directed by you. 

Range Investment Services

Similar to our Custody Services, Range Investment Services lets you enjoy a nonmanaged brokerage relationship where you direct all trading activity. Not sure where to start? Before setting out on your own, you’ll receive helpful guidance to make the process easier and more successful for you. Click here to learn more about Range Investment Services.

Investment products and services offered through INFINEX INVESTMENTS, INC.  Member FINRA/SIPC.  Range Investment Services is a trade mark name of the bank.  Infinex and the bank are not affiliated.  Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.  These products are subject to investment risk, including the possible loss of value.