Wealth Management

 

We know you have unique financial goals and our first step is to understand them. Our team of experienced professionals offers you options that best suit your unique needs and we will work to exceed your service expectations.

Our full-service Wealth Management Division offers asset management, personal wealth advisement, private banking, retirement plan services, and brokerage and investment services.

Start working with Premier Bank & Trust's Wealth Management Team

 

Wealth products are not a deposit product. Not FDIC insured. No bank guarantee. Not insured by any federal government agency. May lose value.

Estate Planning & Administration

A true estate plan involves a thoughtful evaluation of each of your assets and the best way for your chosen beneficiaries to...
read more +

Trust Planning & Administration

Individuals at all asset levels should consider including a trust as part of their overall estate plan. When you create a...
read more +

Private Banking

Our approach to Private Banking is unique.  From checking and savings programs to sophisticated financing, we provide...
read more +

Retirement Plan Services

Offering your employees a retirement plan demonstrates your commitment to their future.  Now is the time to look into a...
read more +

IRA Accounts

Regardless of how close you are to retirement, an Individual Retirement Account (IRA) can be a helpful tool. Roth IRA...
read more +

Investments

Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC.
Premier Bank & Trust and Cambridge are not affiliated companies. 
 
Investment products are not a deposit product. Not FDIC insured. No bank guarantee. Not insured by any federal government agency. May lose value.
 

Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products:
CA, FL, MD, NC, OH, PA, SC, WV


read more +

Asset Management

When it comes to managing your assets, our first step is to understand your unique investment goals. Then, we strive to...
read more +

DAPT

People of all walks of life are increasingly concerned about being sued. Hold on to your nest egg.


read more +

Privacy Notice 2015

What does Premier Bank & Trust do with your personal information?


read more +