Pobak Wealth Management
Personalized Wealth Strategies, Backed by Expertise
our Wealth Management team offers more than just investment advice—we deliver personalized financial strategies to help you build, protect, and preserve your wealth for generations to come. Whether you’re planning for retirement, managing assets, or preparing for the next chapter of your life, our advisors are here to guide you with care, clarity, and confidence.
Investment Management
Grow your wealth with strategic, customized investment plans.
Our certified advisors work with you to understand your financial goals, risk tolerance, and timeline. Using diversified portfolios, we build investment strategies that adapt to market conditions while keeping your long-term success in focus.
Personalized portfolio construction
Access to mutual funds, ETFs, stocks, and bonds
Ongoing portfolio monitoring and rebalancing
Sustainable and ethical investment options available
Retirement Planning
Plan today. Enjoy tomorrow.
Whether you’re 10 years from retirement or already there, Pobak Bank offers retirement strategies that ensure peace of mind. We help you maximize savings, manage income streams, and make smart decisions about Social Security, pensions, and more.
Traditional & Roth IRAs
401(k) rollovers and consolidation
Retirement income planning
Tax-efficient withdrawal strategies
Estate & Legacy Planning
Protect what you’ve built. Provide for what matters.
Estate planning isn’t just for the wealthy—it’s for anyone who wants their hard-earned assets passed on efficiently and according to their wishes. Our specialists help structure your estate to minimize taxes and simplify transitions for your loved ones.
Wills, trusts, and beneficiary planning
Charitable giving and philanthropic strategies
Multi-generational wealth transfer guidance
Coordination with attorneys and tax professionals
Tax Optimization Strategies
Keep more of what you earn.
Effective tax planning can significantly increase your net returns. Our team helps you structure your investments and accounts to be tax-aware, working alongside your accountant to reduce liabilities and maximize deductions.
Tax-loss harvesting strategies
Asset location for tax efficiency
Year-end tax reviews and projections
Coordination with CPAs and tax professiona
1 Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and Managed Account Advisors LLC (“MAA”) an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.
2 The Merrill Guided Investing program investment minimum is $1,000 for growth-focused strategies and $50,000 for income-focused strategies. The Merrill Guided Investing with Advisor program investment minimum is $20,000 for growth-focused strategies and $50,000 for income-focused strategies.
Helping Business Owners Protect & Diversify Their Success
Business owners face unique challenges—and opportunities. Our advisors specialize in helping entrepreneurs manage personal and business finances together, preparing for retirement, succession, or potential sale.For customers who want to invest with purpose, Pobak Bank offers environmental, social, and governance (ESG)-focused portfolio options. These portfolios aim to generate competitive returns while supporting companies and initiatives aligned with your personal values.For high-net-worth individuals and families with global assets, our wealth team offers international solutions to manage risk, plan across jurisdictions, and preserve generational wealth globally.
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