Wealth Management


Investing can be a confusing process.  Let us help you define a clear understanding of your financial and planning needs.
  • Developing a Formal Comprehensive Plan
  • Retirement Planning
  • Estate Planning
  • Investment – Asset Management
  • Tax Management
  • Education Funding
  • Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Employee Benefits
  • Business Planning
  • Key Employee
  • Buy/Sell Agreements

For more information please fill out the following and we will be happy to contact you.

This information is being provided strictly as a courtesy to you. The information conveyed in this material is for informational purposes only and is not intended to provide specific advice or recommendations. You should consult with your tax or legal counsel for advice.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc, Member FINRA, SIPC and Registered Investment Advisor, PO Box 64284, St Paul, MN 5164 (800) 800-2638.

Congaree State Bank and Woodbury Financial Services, Inc. are not affiliated entities.

Not FDIC insured | Not Bank guaranteed | Not a Bank deposit | Not insured by any government agency | May lose value

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