Appleseed Wealth Management

Apple tree branches with red apples

Wealth Management you can trust.

Our team is here to help you protect your 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.
money symbol inside arrows in rotation icon illustration

Investment Management

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

game plan icon illustration

Financial Planning

Secure your financial future
with a personalized roadmap.
 
wallet icon illustration

Trust Services

Protect and distribute your
assets how you want.
 
checklist icon illustration

Estate Administration

Assist in the Estate Settlement Process
 
increasing bar graph with arrow icon illustration

Investment Products

Build long-term wealth and
achieve your financial goals. 
 

Close up of tree rings

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...

Read More

The appleseed process

Relationship Based Process

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

Read More

appleseed logo + community state bank logo

Founded As An Affiliate 

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

Read More

gold envelope icon

Reach Out Today!

 

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

Contact Us

Is Appleseed Wealth right for you?

We think we are, but find out for yourself! Learn
more about what we can offer you.
 
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.
  • Generational Wealth Builders
  • Business Owners Looking to Protect Their Assets
  • Charitable Organizations Seeking Financial Guidance
  • High-Net-Worth Individuals Seeking Personalized Financial Strategies
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.