Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
At Select Bank, we believe financial service goes beyond everyday banking—it’s about helping individuals, families, and business owners plan, protect, and build lasting financial futures. To expand the depth of services we offer our customers, Select Bank is proud to partner with Kestrel Wealth Management and Trust, a respected boutique firm specializing in wealth management and trust services across Virginia and North Carolina.
This partnership reflects our shared commitment to personal relationships, local decision-making, and putting the customer first. Just as Select Bank holds itself to the highest standards in banking, we choose partners who share our values and our dedication to thoughtful, long-term financial guidance.
Through our partnership with Kestrel Wealth Management and Trust, Select Bank customers gain access to a comprehensive suite of wealth management services designed to support every stage of life. These services include personalized financial planning, estate planning, trust services, and succession strategies for individuals, families, and business owners.
By combining Select Bank’s local banking expertise with Kestrel’s specialized wealth and trust capabilities, we are able to offer coordinated financial solutions that help customers make informed, confident decisions—today and for the future.
For more than a decade, Kestrel Wealth Management and Trust has provided customized wealth management and trust services to clients throughout Virginia and North Carolina. Their experienced team takes a client-first approach, delivering tailored financial planning, estate strategies, trust administration, and wealth preservation solutions built on long-term relationships and trust.
Kestrel works closely with individuals, families, and business owners to help preserve, grow, and transfer wealth with care, clarity, and confidence—making them a natural partner for Select Bank and the customers we serve.
Tailored portfolio strategies designed to align with your goals, risk tolerance, and timeline.
Personalized financial roadmaps that support every stage of life, from accumulation to retirement.
Professional trust management to help preserve wealth and ensure our intentions are carried out.
Strategies to protect your legacy, minimize tax exposure, and smooth wealth transfer.
Guidance and solutions focused on safeguarding assets while supporting long-term financial growth.
Support for business owners looking to plan for transitions or future ownership.
Planning that considers your family’s broader financial picture across generations.
Helping you create a lasting impact through strategic giving.
Connect with Shannon Austin | Vice President, Wealth Consultant – Kestrel Wealth Management
Shannon Austin is your dedicated point of contact for learning more about our partnership with Kestrel Wealth Management and Trust. With over a decade of experience in the Trust and Wealth Management space, Shannon is here to answer your questions, understand your goals, and help connect you with the right experts on the Kestrel team.
saustin@kestrelwm.com | (910) 617-5396
