FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Our experienced investment management team takes a disciplined approach to building a personalized strategy that aligns with your financial goals. Together, we’ll assess your risk tolerance and guide you through investment options to create a portfolio to fit your needs.
The PremierBank Difference
- Our wealth management professionals have a combined 100 years of experience.
- You’ll have a dedicated person serving you who will be available to answer all your questions, big or small.
- We are not commission based, meaning the well-being of you, our client, is at the center of everything we do.
- We are locally owned and managed with nine locations in Fort Atkinson, Janesville, Jefferson, Johnson Creek, Sullivan, and Whitewater.
Our Services
Our wealth management professionals serve a wide range of client types with a wide range of services. Here is the breakdown of percentage by total assets.
Trust 49%
Endowments, Foundations and Nonprofits 20%
Agencies 19%
IRAs 11%
Other 1%
Here’s How It Works
1. Identify Needs
We'll get to know you and gain an understanding of your goals and expectations.
2. Develop A Plan
We'll formulate an investment plan to help you meet your goals.
3. Monitor And Rebalance
This includes investing cash, changing investments and realigning your account.
4. Annual Checkup
We'll meet once a year to discuss life changes and make sure your account is working for you.
Get More From PremierBank
Depending on your goals, an IRA might be an important consideration for your overall wealth management portfolio. Learn more about the ways we can help.
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.