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  • WE'RE HERE
    FOR YOU.

    For Every Stage of Life. No matter where you are in life, we can help simplify the financial planning process and give you confidence to take action. Contact us to start planning for a better tomorrow.

  • Your Goals. Our Guidance. A Perfect Fit.

    At NBT Wealth Management, we’re here to help make it easier for individuals and organizations to manage their wealth. To do that, we focus on more than products and services – we focus on people. We want to hear about your goals, your concerns and your challenges. From there, we’ll work together to determine how our guidance can make your financial picture clearer and simpler. It’s a consultative approach that’s unbiased, collaborative and all about you.


    Personal
    Wealth Goals


    When it comes to planning your future, confidence counts. Whether you're just starting to save or looking to make your wealth last, we have the trusted advisors to make things simpler and put plans in place to help you work toward your goals. Turn to our local team for the confidence and experience you need to make your tomorrow better.

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    Business
    Wealth Goals


    For all kinds of businesses, endowments and foundations, the right investment decisions count. That's why it pays to work with our experienced consultants. We'll help you gain the confidence that comes from knowing you're doing the right things to help make your organization successful today and tomorrow.


    Learn More
    • Clinton Square Grand Opening
      NBT Bank celebrated the opening of its new downtown Syracuse branch with a ribbon-cutting. Learn More
    • Strive Presentation at Oxford Academy
      During the month of April, students at Oxford Academy incorporated lessons from NBT's Strive® program into its curriculum during Financial Literacy Month. Learn More
    • Scopelianos Joins NBT as SVP and Director
      NBT Bank President of Commercial Banking Sarah Halliday announced Margaret Scopelianos has joined the bank as Senior Vice President and Director of Cash Management and Government Banking. Learn More
    • Voss Added to LPL Council
      Brian Voss, Director of Business Development for NBT Financial Services, a division of NBT Wealth Management, has been named by LPL Financial (LPL) as a new member of the LPL Advisor Council. Learn More
    • Adamchick is New Canajoharie Manager
      NBT Bank Eastern New York Territory Manager Michael Bowker recently announced Kimberli Adamchick has been hired as Branch Manager for the Canajoharie Office. Learn More
    • Grattan Named in Top 100 Advisors
      Sean Grattan was recently recognized as one of the nation’s Top 100 Bank Advisors for 2017 by Bank Investment Consultant (BIC) Learn More
    • King Receives RICP Designation
      Adam King has earned the Retirement Income Certified Professional® designation from the American College of Financial Services. Learn More
    • Micklas is New Williston Manager
      NBT Bank’s New England Regional President Matthew Durkee announced David Micklas has been hired as the Branch Manager for NBT’s Williston Office. Learn More

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