Wealth Management Solutions | Saratoga National Bank

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Goal-focused partnerships for life.

LET'S TALK about your future

Wealth Management Solutions

From your first IRA to the disposition of your estate, wealth management services can play an important role in helping you pursue the life and legacy you want.

Experience and Insight

Saratoga National Bank and Trust Company has been helping individuals, families, companies and non-profit organizations navigate milestones, seize opportunities and ease challenges for more than 30 years.

As part of the Arrow Family of Companies, our Wealth Management Division has assets under administration of approximately $1.8 billion and a team of 30+ experienced staff members; CPAs and financial specialists at your service.

Turn to us for:

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  • Tailored plans thoughtfully implemented
  • Practical insights and market discipline
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  • In-house asset management, retirement, trust and tax experts
  • One-on-one service in many of our local bank branches
  • Fiduciary level of care
  • Focused on your long-term goals every day
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  • Capital campaign and non-profit support and sponsorships
  • Thousands of volunteer hours annually

We manage each customers assets as if they were our own. Learn about our customized approach.
Asset Management

Our investment strategy and process has you at the center.

Saratoga National Investment Services

Secure your legacy, your way by planning ahead.

Trusts and Estates

Picture your perfect retirement. Now let us help you get there.

Individual Retirement Plans

Make sure your team is taken care of by offering top-notch benefits.

Employer Retirement Plans

Do you have a local team to answer your questions and communicate openly?

Meet Our Team