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Wealth Management

Think Ahead

How many family generations will you encourage, enable and influence? With a good advisor and experienced planning, you’ll feel good about your options.

If you want to leave a legacy, you should be banking with us. To THINK AHEAD, BANK AHEAD with Queensborough National Bank and Trust.

Wealth Management

helps you create a strategy to obtain, increase, protect and distribute wealth.

We have customers in each of those categories from early planners who need to “obtain” to individuals who are now at the point of “wealth distribution.” Taking time to meet with our experts today can mean having the financial resources available when it’s time to enjoy life at a more leisurely pace.

Private Banking

Private Banking

for professionals and executives who need a comprehensive approach to financial services.

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Estate Services

Trust & Estate Services

provides a full scope of personal financial services with local administration.

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Retirement

Retirement Services

offers planning for every stage of life, whether you are just starting to think about retirement or have been retired for years.

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Investment Services

Investment Services

can help you make more informed decisions for your future and give you independent advice.

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Investment Services

Financial Literacy

can help you achieve your dreams and set the path to financial freedom.

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Wealth  Management Team

How is Queensborough different?

First of all, we are local providers. We are accessible. Second, our team of experts has the diversity and knowledge to give you a well-rounded approach to your strategy. Maslow said – “If you only have a hammer, you tend to see every problem as a nail.” And that’s why at Q, our team approach makes a lot more sense. We have a wide variety of tools to address your needs. Finally, we’ve been advising our customers since 1902. Experience is a very good teacher.

CARING FOR YOUR FAMILY

As part of our wealth management services, we are pleased to offer this free tool to help you organize your financial assets. By printing and completing our downloadable Family Care Kit, you can provide your loved ones with the peace of mind knowing they have the information needed to maintain your financial assets should anything happen to you.

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Family Kit Care

  • Photo of Dagan  J. Sharpe

    Dagan J. Sharpe

    Director of Wealth Services
    P: (706) 284-6026
    F: (706) 868-9974

    7 George C. Wilson Court
    Augusta, GA 30909

THE WEALTH WHEEL

Queensborough's Wealth Management Wheel is our trusted tool to help you better understand the cycle of wealth management. Our approach is centered around the relationship between our client (you) and Queensborough's team of specialists chosen specifically to match your goals and interests.

Family Kit Care

Offered through INVEST. INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Queensborough Bank & Trust or Queensborough Investments. Products offered are: • Not FDIC Insured • Not Bank Guaranteed • May lose value including loss of principal.
 

HOW DO I GET STARTED?

Your Queensborough banker will get you started. Our easy to understand Family Care Kit gives you the opportunity to begin right in the privacy of your own home. Then we can schedule a meeting to review and discuss so we can choose the best team members for your strategy. Plan today to PLAN AHEAD.

 

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