Our Story

NBT Wealth Management is a leading provider of financial services and consulting to individuals and businesses of all sizes.

We are a part of NBT Bank, a full-service community bank formed in 1856. NBT Bank operates over 150 banking locations in six states, including New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. Known for a commitment to local communities and strong financial performance, NBT Bank has earned a reputation for excellence among the people it serves and the financial services industry at large.

NBT Wealth Management has built a reputation – and a business of its own – on this solid foundation. Together with our sister companies, NBT Insurance Agency and EPIC Advisors, Inc., we offer a range of financial services that give us the ability to bring even more to the table for our clients.

Today, our story continues to evolve. But as we grow, we’re far more interested in helping you with your story – your goals, your challenges and what counts most to you.

NBT Wealth Management Informational Video