Wealth Management
Pear Tree Wealth Management
In an effort to deepen the services offered to its customers, Merchants & Farmers Bank has contracted with Pear Tree Wealth Management, LLC to provide financial planning and investment management services through the bank’s locations.
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Wade Partridge, President of PTWM, is a 24-year veteran of the financial services industry, and has a long history in both the Dumas and Saline County markets. Pear Tree Wealth Management provides the following services:
- Comprehensive Financial Planning
- Customized Portfolio Construction and Investment Management
- Risk Management: Life Insurance and Long-Term Care Insurance
- Discretionary Accounts and Alternative Investments
To learn more, click on the logo below
No Bank Guarantee * Not FDIC Insured * May Lose Value
Advisory Services offered through Sowell Management Services, Inc., a Registered Investment Advisor