Investment Services

investment services

When it comes to investments, you have more options than ever before. Our investment professionals will help you make informed decisions based on a thorough understanding of your financial resources and your individual goals. Whether your emphasis is on planning, accumulating or managing your assets, look to us for the specialized knowledge and experience to guide you.


A Three-Phased Approach

The three investment phases – planning, accumulating, and managing—are woven into your life’s unique events and progressions. As with life, investing doesn’t always progress in a predictable pattern. You’ll likely move from planning, to accumulating, to managing and back to planning again.


Our financial professionals will help you develop a sound plan based upon your goals, your investment style and your resources.


As your money builds, we’ll help you stay the course, by making informed decisions, putting strategies in place to preserve your investments and implement diversification that reflects your individual investment style.


We’ll manage your investments according to your plan. Ongoing management includes tax-planning, collection and distribution of income, record keeping and tax reporting.


  • Portfolio Design
  • Retirement Planning
  • College Savings Plans
  • Estate Planning
  • Charitable Giving
  • Wealth Transfer Strategies
  • Tax-focused Strategies
  • Yield-focused Services
  • Ongoing Management
  • Employee Benefits Packages
  • Business Retirement Plans


  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Annuities
  • Traditional and Roth IRAs
  • IRA and 401(k) Rollovers
  • 401(k) Retirement Plans
  • 403(b) Retirement Plans
  • Managed Accounts
  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance

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Securities and investment advisory services are offered through Woodbury Financial Services, member FINRA, SIPC, and Registered Investment Advisor. BankWest and Woodbury Financial Services are not affiliated entities. Securities offered only where licensed to do business. Currently licensed in AZ, CO, FL, GA, IA, KS, MN, MO, MT, NE, NV, ND, OK, SD, TX, VA, WA, WI, WY.

Investment products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank, and may go down in value.

Neither Woodbury Financial Services, Inc. nor its representatives offer tax or legal advice. For assistance with these matters, please consult your tax or legal advisor.

Investing involves risk, including the potential loss of principle. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.

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