In a complex financial environment, wealth management expertise takes on special importance. Through our affiliation with Tompkins Financial, The Bank of Castile is pleased to offer our clients Wealth Management services provided by Tompkins Financial affiliates Tompkins Financial Advisors.
Tompkins Financial Advisors is one of the nation's leading wealth management firms and an Independent Registered Investment Advisor with a Trust division of Tompkins Trust Company, providing trust, estate and investment services for more than a century. Tompkins Financial Advisors is proud to adhere to a fiduciary standard in providing advice and investment services. Today clients entrust more than $2 billion in investment assets to our care and management.
The Tompkins Financial Wealth Management ProcessAs a Tompkins Financial Wealth Management client, you partner with a dedicated, experienced advisor and a team of specialists. We offer comprehensive capabilities in financial planning and plan implementation, investment management, and insurance. Your wealth advisor works with you and your advisors to develop integrated, fully-customized solutions for you, your family, business, and legacy including philanthropy. Our clients include business owners, corporate executives, professionals, and other individuals who have built assets that they want to enhance and protect.
Our process includes:
Building a relationship through listening to you and understanding your needs
Recommending integrated wealth management solutions based on sound, objective and unbiased financial planning and advice (compensation is not based on financial product sales or commissions). Customizing an investment strategy that is objective, unbiased, and avoids conflicts of interest
Actively managing your investment account to stay on track with your investment strategy, while minimizing risk and achieving tax efficiency*
Providing an exceptional level of service, delivered with the utmost integrity and professionalism
Wealth Management can help you maximize today's opportunities and accomplish something equally important: help to build and preserve your wealth for tomorrow.
Learn more about how our assets can be the ideal complement to your own.
Meet Our Local Team or Request Information
Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and TFA Management, Inc. Tompkins Trust Company provides bank trust and asset management services. TFA Management Inc. subsidiary Tompkins Wealth Management, Inc., a Registered Investment Advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through TFA Management Services subsidiary Ensemble Financial Services, Member FINRA, SIPC.
Investments are not FDIC insured, not bank guaranteed, and may lose value.
*Consult your tax advisor