Wealth Management

Looking out for you and your loved ones.

Whether it’s for you, your family, or your business, having a plan to protect and distribute your assets is a good safeguard for your financial future. Our warm, caring advisors offer private banking services to help you identify your goals, build a plan with lasting impact, and give you peace of mind.

Our wealth management services combine specialized financial solutions, including personal retail banking services, estate planning, legal and tax resources, and investment management services. The goal of our team is to sustain and grow your long-term wealth, and we’ll help you achieve your goals through our personalized approach, high level of attention, and ongoing support.

“I knew that when the time came and my mom passed away, Jared would handle everything for me. He just knows what to do, and I trust him implicitly to take care of every detail. I’m so grateful that I don’t have to worry about anything.” - Linda F.
Our advisors can help you with questions like:
  • When do I need to start thinking about financial planning?
  • When do I need to make a will?
  • I made a will years ago but haven’t looked at it since – do I need to?
  • I’m getting married – what do I need to take care of now?
  • I have a student getting ready for college – what should I be doing to prepare?
  • I just turned 50 – what should I be thinking about?
  • How do I get a Power of Attorney to help my aging parents with their needs?
  • How can I take care of expenses and planning so that my children won’t have to?
  • I don’t have family nearby who can help me with financial planning details – what should I do?

Our first priority is your overall financial success. We want to establish and continue long-term relationships that encourage open and honest communication as a foundation for your success, and we’ll work closely with you to plan for growth and stability during any life changes you experience.

To get started and talk with one of our experienced professionals, please call us at 570-701-3592 or email us at nnbwealth@norrybank.com.

Navigating retirement planning during Covid-19

“I came to Julie wanting to make a plan for my money. After she helped me make one, Julie knows the plan inside and out and tailors everything to my goals, and she still always takes time to talk through any questions I have. I’ve told people, if you don’t have a financial plan yet or you’re not comfortable with your advisor, come here.” - Jim W.

At NNB Wealth Management, we’re your first phone call for questions about your financial future. There’s no call center – we are real people available to answer your questions and offer one-on-one service as your trusted financial partner.

Our goal is your financial stability, security, and privacy. And unlike bigger banks, we don’t have to serve as your sole advisor: we’re adept at partnering with your attorney and accountant to provide you with the best-tailored solutions for your money management needs. Because we have a history of relationships built with trustworthy community contacts, we can also connect you with resources including local law firms and CPAs, all while protecting your privacy and taking care of the details.

“I trust them with my money. They take care of me, and they couldn’t be nicer people.” – Rick H.

Wealth management and financial planning may seem complicated, but we’re here to help you navigate the right solutions to fit your unique needs.

We offer a full array of trust, investment, retirement, and estate-planning solutions, including:
  • Investment Management Accounts
  • Living or Revocable Trusts
  • Special Needs Trusts
  • IRA Rollovers
  • Trust Protection for a Surviving Spouse
  • Business Succession Planning
  • Asset Protection
  • Estate Settlement
  • Charitable Trusts
“I’ve got their direct line. It’s so nice when you can pick up the phone and call somebody that you’ve met in person. When I can say to a client, ‘We have a great relationship with NNB Wealth Management, let me make a phone call on your behalf and see what we can do’ - that makes the relationship special.” – Mike K.

Resources for Local Attorneys:

Are you seeking support for clients to help settle estates or trusts, to find a local corporate trustee, or to serve as a financial Power of Attorney?

For more information and to talk with one of our experienced professionals, please contact us at:

nnbwealth@norrybank.com or call us at 570-701-3592.

Julie A. Rodkey currently serves as Vice President and Senior Trust Officer within NNB’s Wealth Management & Trust Division. She has been employed with NNB for over 23 years and has spent the last 11 within the Trust Division.

Jared L. Roush is a Vice President and Trust Officer within The Northumberland National Bank’s Wealth Management & Trust Division. He has been with The Northumberland National Bank for almost 20 years and has been within Wealth Management for the last 8 years. In 2019, Jared earned his CTFA (Certified Trust and Fiduciary Advisor) certification from the American Bankers Association.

James A. Shaffer is the Vice President and Investment Manager within the Wealth Management & Trust Division. He graduated from Penn State University and has spent the last 21 years working with individuals and businesses to craft investment plans related to retirement, education savings, and generational wealth transfer.

Mark A. Ritter, CTFA, serves as Executive Vice President and Chief Administrative Officer. Mark received his undergraduate degree in Economics from George Washington University and he holds several distinguished certificates from the ABA Trust School, National Graduate Trust School and is a Certified Trust and Fiduciary Advisor (“CTFA”). Mark has been in the financial services industry for over 33 years.

*NNB Wealth Management is not FDIC-Insured. The FDIC does not insure money invested in stocks, bonds, mutual funds, life insurance policies, annuities or municipal securities, even if these investments are purchased at an insured bank. Not insured by any Federal Government Agency. No Financial Institution Guarantee. Subject to Risk. May Lose Value. Not a Deposit. 

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Northumberland National Bank