• About FTB Advisors Header
  • Our Approach

  • Though each client relationship is unique, we take a consistent approach in helping you choose which wealth strategies may fit your needs best.

    1. We let your objectives drive your decisions
      Our Financial Advisors’ first priority is to understand your goals. Whether they revolve around protecting principal, adding regular investment income, or growing a nest egg for long-term expenses, we are skilled at helping you craft strategies that fit your needs. Best of all, you can be sure that the advice you receive from us is based on a careful understanding of what is important to you.

    2. We help you take a steady, long-term approach
      The most important thing we can do for you is put the compounding power of time on your side. In every facet of your wealth relationship with FTB Advisors, we will look for ways to help you make informed, disciplined decisions that are based on steady progress rather than the inevitable ups and downs of the market.

    3. We recommend an annual review to “tune up” your strategies
      Chances are, the strategies we recommend will contain a mixture of many investment products, including equities, bonds, and cash. Asset allocation is important, so you’ll want to be sure you maintain your desired mix as market conditions change. We will work with you to review your strategy and help keep your risk and potential return in line with your overall objectives.

  • Retirement Services