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Our
Story
Get to Know Us
At Bancnotes Wealth Management, we are dedicated to shaping the financial future of our members by providing culturally sensitive investment services, financial education, and access to wealth building tools and resources. Our platform will bring together an inclusive community of like-minded people sharing ideas and common goals aimed at contributing positively toward closing the racial wealth gap.
OPPORTUNITIES
Invest.Learn.Grow
Club Level
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Purchase stocks as a part of monthly club investments
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Attend financial workshops and speaking events
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Access to tailored financial education
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Debt management and homeownership coaching
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Free stock market research
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Access to community message boards
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All-Inclusive $9.95 monthly fee
Advisory Level*
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Everything included in the Club level
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Unbiased personal financial planning advice
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Retirement Planning
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Access to insurance and annuity products
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Ability to invest in equities outside of the club
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Small Business Level^
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Everything included in the Advisory level
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Comprehensive Small business consulting on topics ranging from succession planning to taxes
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Assistance with business operations and strategy
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Guidance on retirement savings and other benefits for employees
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Resources and help raising capital to grow your business
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Membership Benefits
Simplified Education
We minimize the jargon and provide multiple formats to receive education.
Examples: Luncheons, Webinars, Small group sessions, and self-guided.
Pooled Investments
By pooling investments, the entire community gains greater access and much more growth potential. While allowing each person to invest as much or as little as they want.
Exclusive Access and Experiences
Opportunities to hear first hand from some of the best and brightest financial minds in the personal finance and investments community.
Unique Member Experience
Features and benefits that differentiate Bancnotes from everyone else; Like our free path to Home ownership coaching
Community Atmosphere
We offer a safe supportive space for you to discuss growing your money with others that look like you, can relate to you, and have had similar experiences with money and investing.
Everyone has a voice
Each member is a partner in the club and each member has input into each investment decision for their chapter
Where to Find Us
848-200-9765
350 Springfield Ave. Ste. 200
Summit, NJ 07901
Mon - Fri: 9am - 6pm
​​Saturday: 10am - 2pm
​Sunday: Closed