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Our First Wealth Management Team is ready to listen to you and learn about your financial and investment goals.
HomeFirst Wealth Management

Welcome to First Wealth Management

First Wealth Management is the umbrella name for a family of financial services, including: Investments, Trusts, Retirement Plans, and Farm Management. Our view of the financial horizon is never a snapshot of what is happening only today, but a seasoned look at the markets in the context of yesterday and tomorrow. Our disciplined approach to asset management and investments is a proven strategy for success.

As a financial institution, we have been helping families and individuals shape their futures since 1876. Today, First Wealth Management manages over $1 billion in assets and nearly 300,000 acres of farm land. While we provide services to some of the most affluent families in the region, our client relationships are broad-based, with accounts varying in size from several thousand to millions of dollars.

Allow our experience to be your guide. We offer a world of expertise. We partner with a network of community banks across the state to provide services at their locations. We come to your hometown regardless of where you reside. We share your commitment to making solid choices for your family and your business.

 

Our Wealth Management Team

Pictured left to right:

Rod Jones,  620.694.2305
Curtis Overton,  620.694.2374
Brian Schmidtberger, 620.295.5010

Pictured left to right:

Dustin Stull,  620.694.2384
Jenny Armour, 620.694.2329
Marc Ronan,  620.694.2274

 

Pictured left to right:

Shannon Holmberg,  620.694.2262
Karen Smart,  620.560.6141
Timothy Givan,  620.694.2258
Shane McCall, 620.560.6163


 

Click Here to Contact Us

Investments

When it comes to investing, there is no “one size fits all” approach. We create a customized investment plan designed to meet your financial goals –with or without a trust account. More than half our managed assets are non-trust accounts for individuals and institutions.

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By choosing First Wealth Management, you are partnering with experts who hold a broad view of the investment world. We can help put investment challenges into perspective. Our experience will bring you ideas and strategies in the midst of market changes.

Our Expertise extends beyond the individual. We provide investment services to non-profit organizations including: universities, foundations, and other charitable organizations.

Our in-house team of professionals includes:

  • Attorneys
  • Chartered Financial Analysts (CFA)
  • Certified Financial Planners (CFP)
  • Certified Public Accountants (CPA)
  • Certified Retirement Services Professional (CRSP)


Regardless if you have a modest nest egg or more substantial assets, we can help you determine the account that best meets your needs. We offer:

  • Investment Management Accounts
  • Personal Trusts
  • IRA/Rollover Accounts
  • Foundation/Endowment Accounts
  • Self-Directed Investment Portfolios


Brokerage Option

If you are looking for more than traditional bank savings products, but may not have substantial investable assets, a third-party brokerage may be the ideal solution. We offer brokerage services through Raymond James Financial Services Inc.

Dustin Stull, Financial Advisor, 620.694.2384
Click here to view advisor page.

Gina Mansel, Financial Advisor, 620.694.2265
Click here to view advisor page.

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Trusts

Protecting your family’s future begins with protecting your assets. At First Wealth Management, we offer a variety of trust services designed for families and individuals of all ages. Instead of waiting until retirement, we invite you to think holistically about your portfolio and learn what type of trust is right for you.

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We take your estate planning and the financial future of you and your beneficiaries very personally. Because we are locally owned, we’ve earned the confidence of generations of families in the state and broader. You can expect integrity, continuity, availability, confidentiality, and accountability.

We provide the following full-service wealth management and fiduciary services:

  • Revocable Trusts
  • Irrevocable Trusts
  • Conservatorships
  • Managed Investment Accounts
  • Trusts Under Will
  • Estates
  • Charitable Trusts
  • IRA’s
  • Special Needs Trusts
  • Escrow Services
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Retirement Plans

In today’s competitive job market, strong benefit packages that include retirement plans attract the best and the brightest. Many employees understand the importance of setting aside a portion of their income each month to invest for retirement.

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At First Wealth Management we specialize in Employer Sponsored Plans that offer tax advantages and a variety of ways to invest for retirement. We offer:

  • Individual Plans for the Self- Employed
  • 401(k) Plans and Roth 401(k) Plans
  • Profit Sharing Plans
  • Cross Tested Plans
  • Integrated Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • SIMPLE IRA’s, SIMPLE 401(k) Plans, and SEP IRA’s
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Farm Management

The Farm Management team at The First is the largest in Kansas and one of the largest in the country. With nearly 1,000 farm operators, we manage land in over 70 Kansas counties, as well as; Oklahoma, eastern Colorado and southern Nebraska. Our owners consist of individuals, institutions and foundations.

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© First National Bank of Hutchinson   |  One N. Main Street, Hutchinson, KS 67501  |  620.663.1521  |  800.310.1521

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