Our financial advisors work closely with our clients to provide objective and sophisticated investment strategies to meet their long-term financial goals.

We offer:

• Portfolio Management
• Investment Consulting Services
• Brokerage Services*
• Insurance Services*

Our Brokerage Services are offered through Graystone Advisors, a wholly owned division of Graystone Tower Bank. This group is registered with INVEST Financial Corporation, a national broker dealer.

For more information, please contact Graystone Advisors at 484-881-4080.

Registered representatives of and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Graystone Wealth Management. Products and services offered through INVEST *Are not a deposit *Not FDIC insured *are not guaranteed by any Bank * may lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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