Building a Secure Financial Legacy
Our Wealth Management & Trust officers are passionate about what we do, providing you both world-class resources and local decision makers with the highest levels of accountability and care. We offer comprehensive services that address not only portfolio management matters but also the array of advanced planning matters to create the future you want for you and your loved ones. Meet all of your financial and estate planning needs in one place with advisors that you know and trust.
Investment Management Accounts ($500K and above)
Custody Accounts
Trusts
Estate Management
Employee Benefit Plans and IRA's
Special Assets Management (Oil & Gas, Real Estate, Timberland, Farm & Ranch)
Financial Planning
Investment Solutions
Portfolio Management
Retirement Planning
Risk Management
Longevity Planning
Fixed Income Services
We want you to know that investment products provided by Wealth Management & Trust:
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