Weston Banks Wealth Partners Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

We support your life and legacy goals by managing your assets in a way that aligns with your value system. Our mission is to help you achieve and enjoy success – and significance – the way you define them.

"Together for Significance" is our tagline and really the heartbeat of our firm. We want to work with you – Together – as you shape what Significance means to you, your family, your business or your corporation.

What makes us different?

When you tell us where you are going, we listen.
When you tell us what you plan to do, we work with you to make it happen.
When you tell us who will share your adventure, we say thanks for asking us to be part of it.

Weston Banks Wealth Partners was founded on a deep belief that there is more to life than success . . .that there is something beyond success that is not only desirable, but attainable.

That something is significance. That's the reason we talk about how we do business as being "Together for Significance." We work with you based on your unique goals, plans and needs – you set the benchmarks – and together we create the plan you need for the life you want.

You have nearly unlimited choices regarding who manages your money. How do you make such a key, and perhaps life-changing, decision? We believe our approach is what sets us apart – and is ultimately the reason individuals and families, businesses and corporations choose us as their Partners.

Securities and Advisory Services offered through Prospera Financial Services, member FINRA/SIPC.
Comments and "likes" or “endorsements” should not be considered representative of client experiences, or indicative of future performance or results. Prospera Financial requests that clients refrain from making endorsements of its services or the services of its representatives.

Sign up for free to view info

Company overview Email format