How this team works for you

Understanding the values and goals of our clients is crucial to developing the most efficient and effective plan for their individual needs. Our team creates bespoke and holistic multi-generational financial strategies through open and continuous communication with our clients and their chosen professionals (accountant, lawyers, etc.). Why is it essential that we understand your goals and values? Because your answers drive our decision-making process when we put together your tailored wealth management plan.

Carolyn leverages the bank's resources, the team assembled below, and her unique experiences as a successful businesswoman and entrepreneur to create an actionable plan for her clients. 

We have found that clients appreciate it when their family values and goals are a focal point of our conversations. 

Ours is a longterm relationship focused on the financial wellbeing of the family today and in the future. 

Carolyn Costigan, CIM

Portfolio Manager & Investment Advisor

236-660-5964 | LinkedIn

How can we help?

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