Federal Deposit Insurance Corporation FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Wealth Management you can trust.

Our team is here to help you protect you future. Let’s build your financial legacy together.

Meet Our Team

Protect. Advise. Grow.

OUR MISSION is to protect your financial future, advise with strategic insights, and grow your wealth through personalized investment solutions. We are dedicated to becoming a trusted partner that helps you achieve financial security at every stage of life.

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Investment Management

Build and protect your wealth with the help of our team.

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Financial Planning

Secure your financial future with a personalized roadmap.

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Trust Services

Protect and distribute your assets how you want.

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Estate Administration

Assist in the Estate Settlement Process.

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Investment Products

Build long-term wealth and achieve your financial goals.

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Hear the story behind Appleseed Wealth!

A mature apple tree can produce up to 500 lbs of fruit each year and live for 100 years...

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Relationship Based Process

Our process starts with your goals in mind and continually adjusts with you.

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Founded As An Affiliate

A rich history of serving our communities, CSB is excited about this newest addition.

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Reach Out Today!

Our team is ready to help you with any of your wealth management needs.

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Is Appleseed Wealth right for you?

We think we are, but find out for yourself! Learn more about what we can offer you.

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Our Services

  • Investment Management
  • Financial Planning
  • Trust Services
  • Estate Administration
  • Investment Products

Hear Our Story

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Our Client Profiles

  • Generational Wealth Builders
  • Business Owners Looking to Protect Their Assets
  • Charitable Organizations Seeking Financial Guidance
  • High-Net-Worth Individuals Seeking Personalize Financial Strategies

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Our Team Bios

Meet the experienced professionals dedicated to providing you with tailored financial solutions. Each member of our team brings a wealth of expertise to help you navigate complex financial decisions. Click below to learn more about our team and how we can work together to achieve your goals.

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Benefit from financial insights and strategies—subscribe to our email list to receive updates to help you grow and protect your wealth.

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Investment products are not deposits or obligations of, or guaranteed by Community State Bank or any other bank, are not insured or guaranteed by the FDIC or any governmental agency and are subject to investment risks, including possible loss of principal invested. Past performance is not a guarantee of future results.

Not Insured by FDIC Not Bank Guaranteed May Lose Value Not a Bank Deposit
Not Insured by Any Federal Government Agency

 

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