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Achieve your financial dreams with PremierBank’s Wealth Management Team. Our trusted advisors will work one-on-one with you to develop the best financial strategy that works for you.
Who Is Right for Wealth Management?
While many think that wealth management is only for the wealthy, the truth is, that everyone — no matter their income or savings — should be planning for the future. Consider wealth management if you…
You've Just Started Working
Whether your employer provides you with a 401K or not, it's never too early to start thinking about retirement. Even if you're living paycheck-to-paycheck, we can help.
You're a Business Owner
From providing retirement plans to you and your employees, to helping you with succession planning, our wealth management team can make a big difference.
You're Switching Jobs
What will you do with the funds in your 401K? We can help you manage and protect these important assets, while also helping grow them.
You're Nearing Retirement
You may have saved appropriately to enjoy a comfortable retirement, but what are you doing to make sure you're protecting what you have?
You've Recently Come Into Wealth
If you've been gifted or inherited a large amount of wealth or other assets, it's critical you protect and manage those assets appropriately.
You Have Children Or A Spouse
Have you planned appropriately for what will happen to any assets you have when you die or become unable to manage them due to disability?
Bottom line, wealth management is for everyone. And our experienced team of professionals are here to help.
What Can PremierBank Wealth Management Do For You?
IRAs
These individual retirement accounts can be an effective way to help you save for retirement with tax-deferred or tax-free growth, making them a vital part of your overall financial plan.
Trust Accounts
These accounts are held and managed by a trustee on behalf of your beneficiaries. The trustee is held by a strict standard that requires that beneficiaries’ best interests always come first.
Estate Planning
Plan in advance what you would like to happen to your assets should you die or become unable to mange them. This includes the people and organizations that will receive these assets.
Investment Management
Our team of experienced professionals will work with you, side-by-side, to establish an investment portfolio that can help you achieve your financial goals.
Making A Difference Today For A Better Tomorrow
Our Wealth Management team is dedicated to helping you secure a prosperous future while making the most of today. Our personalized financial strategies are tailored to your goals, whether it’s building a legacy, planning for retirement, or managing your investments. We promise to work alongside you to create a plan that adapts to life’s changes, ensuring that your vision for tomorrow becomes a reality. Our Wealth advisors will be with you on each stop of your journey toward financial peace of mind and lasting success.
Contact The PremierBank Wealth Management Team
Send us an email, or give us a call for more information.
Phone: (920) 563-6616 ext. 3070
You should always consult with your tax advisor before making any decisions. Not FDIC insured, not insured by any government agency, no bank guarantee, may lose value.