Wealth Management | First National Bank and Trust Company

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Managing Wealth
 First National Bank and Trust Company's Wealth Management team can help you plan your estate or invest your assets based on personal criteria and financial goals.

  • Our team of Wealth Management experts will partner with you to provide advice, anticipate challenges and maximize opportunities in managing your wealth

  • Customized solutions to meet the needs of your family, your business, and your legacy

  • Generally recommended for clients with $500,000 or more in investable assets

Investing
First National Investment Services provides investment products and services, through  PrimeVest Financial Services, to help you manage your portfolio, plan for retirement, or save for a child's future education. Our highly trained Investment Executives can help you reach your investment goals.

  • Build a relationship with an Investment Executive who will work directly with you to create a personalized plan to help you meet your financial and retirement goals

  • Your Investment Executive will provide you with advice to proactively keep your investments aligned with your long-term strategies

  • Generally recommended for clients seeking advice, planning to invest $20,000 or more



First National Bank's dedicated team of Wealth Management professionals
are here to help you build the financial future of your dreams.

 

* For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither PRIMEVEST nor any of its representatives may give legal or tax advice.

 

Investment products are provided by PRIMEVEST Financial Services, Inc., an independent registered broker/dealer and registered investment adviser, member SIPC / FINRA and is unaffiliated with this financial institution. Securities and insurance products provided by PRIMEVEST:

  • Are not FDIC Insured

  • Are not a deposit

  • May go down in value

  • Are not financial institution guaranteed

  • Are not insured by any federal government agency

View PRIMEVEST privacy policy  and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states.  Repsonse to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.

 

First National Investment Services Located at 345 East Grand Avenue, Beloit, WI 53511 
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