Financial Road Mapping

With close to 90 years of collective experience providing financial guidance, the Banta team knows that a comprehensive, holistic approach to wealth management is imperative to your long-term success.  Through our Road-Mapping process, we devote critical time to understanding your “DNA” – a thorough understanding of your personal/family structure, total asset base, cash flows, risk tolerance and goals. Based on your DNA, we develop a financial plan or road-map to guide us for years to come. This in turn allows us to create asset allocation strategies matching your risk tolerance, time horizon and overall objectives.


We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>