NBT Wealth Management is a leading provider of financial services and consulting to individuals and businesses of all sizes.
We are a part of NBT Bank, a full-service community bank formed in 1856. NBT Bank operates over 150 banking locations in six states, including New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. NBT Bank is known for its commitment to local communities and strong financial performance. NBT Bank has earned a reputation for excellence among the people it serves and the financial services industry at large.
NBT Wealth Management has built a reputation – and a business of its own – on this solid foundation. Together with our sister companies, NBT Insurance Agency and EPIC Advisors, Inc., we offer a range of financial services. These combined services give us the ability to bring even more to the table for our clients.
Today, our story continues to evolve. As we grow, we’re interested in helping you meet your goals, face challenges and achieve what is important to you.
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