First Wealth Management
As a financial institution, First National Bank has been helping families and individuals shape their futures since 1876. Today, our asset management department, First Wealth Management, manages more than $910 million in assets and more than 230,000 acres of land.
First Wealth Management has the people and proven track record to assist you in helping provide a secure financial future for your retail and business customers, current and prospective investors, and your bank’s employees, officers, and directors. Through us, you can provide trust, investment management, personal retirement planning, 401K, or farm management services in your community.
Personal Trust Services
The First has long been a leader in the management of various types of trusts. Generations of families throughout the region have looked to our team for guidance, discretion and expert advice. Today, trusts are not only designed for those with significant wealth. Many different types of trusts exist and can be helpful as part of an overall investment plan.
Investment Management Services
We provide comprehensive portfolio management. The individual is able to choose the level of involvement for their specific investment plan based on their comfort level. Our client relationships vary in manageable assets from several thousand to millions of dollars. We also offer transaction-based services through a full service brokerage.
Retirement Plan Services
The First can manage retirement plans for individuals in your community, as well as retirement plans such as 401K and profit sharing plans for both your bank and for your business customers. You will receive the benefit of a team of Lawyers, CPA’s, Investment Professionals, and Retirement Plan Specialists working for you. Our services are not contractual or exclusive. You will receive fee income and you will always be included as an active participant. You are included when we meet with your customer.
Farm Management Services
The First is the sixth largest Farm Management group in the country, and the largest in Kansas. We manage land in 73 of 105 Kansas counties, as well as in Oklahoma, eastern Colorado and southern Nebraska, with more than 1,030 farm operators. Our owners include individuals, institutions and foundations.
First Wealth Management offers comprehensive investment options and strategies to match. We are people who share your dedication to your community and provide the highest level of personal service.