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Wealth Management

Your values + your vision = a financial plan right for you.

  • Build your legacy

  • Plan your estate

  • Prepare for retirement

  • Protect your family and business 

Build your legacy

Financial security starts with a plan.  Whether you are managing your personal wealth or optimizing a plan for your business, our team of experts will learn about you and thoughtfully create a plan based on your goals. 

We are proud to provide expertise in financial planning, trust services, investment management, lending solutions, cash management and mortgage lending.

Start Planning for Retirement Early

It's never too early or too late to start planning.

Learn More: Start Planning for Retirement Early

Ways to Invest

Let your money work for you.

Learn More: Ways to Invest

Financial Tips

Need help managing your finances?

Learn More: Financial Tips

Catch Up on Retirement Savings

Feel behind schedule when it comes to planning and saving money for retirement?

Learn More: Catch Up on Retirement Savings

We're With You

Coming To The Rescue For First Responders

Suhas Uppalapati knew that the ambulance service industry was antiquated and envisioned building a business that could become a technology leader. Find out how Ameris takes the worry out of banking so that AmeriPro EMS can expand and help more patients.