Investments

Wealth Management


ASB Wealth Management provides personalized wealth management, including a wide range of investment and insurance solutions. From 401(k) pension rollovers to education funding to long-term care management, our staff of professionals will give you the advice you need to make informed decisions about your investments.


We offer a free consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.


Our products include:

•Stocks
•Mutual Funds
•Bonds
•Annuities
•CDs
•Money Market Accounts
•Life Insurance
•Long-term Care Insurance
•Disability Income Insurance

Types of Accounts:
•Brokerage (commission-based or fee-based): We have the flexibility to help build and manage your portfolio in a manner you're comfortable with
•Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company

Some of the account titles available in a brokerage or mutual fund account are:
•Individual or Joint Accounts
•Trust Accounts
•Custodial Accounts
•Traditional or Roth IRA
•Rollover IRA
•Simple/SEP IRA
•529 College Savings Plan
•Employer-sponsored Plans
•401(k)
•403(b)
•457
•Simple IRA
•SEP IRA


ASB Wealth Management is a division of Athens State Bank. 

Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).

Member FINRA/SIPC. MSTC and Athens State Bank are not affiliated.

Check the background of this investment professional on FINRA's BrokerCheck