PremierBank | Wealth Management

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PremierBank Wealth Management
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With more than 100 years of combined experience, the locally owned and managed PremierBank wealth management team is here, for you, ready to help you achieve your financial dreams. Together, we'll help you discover and implement the right processes, services and products designed to grow, protect, utilize and disseminate your wealth—regardless of your age or income level.

Who Is Right for Wealth Management?

While many think that wealth management is only for the extremely rich, the fact is, most people should be planning for the future. You should be thinking about wealth management if...

Young professional discussing retirement benefits with his manager

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.

Small business owner

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.

Young professional accepting a new job with retirement benefits

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.

Husband and wife enjoying retirement because they saved appropriately

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?

Woman discussing with parents how to manage the wealth they gifted her

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.

Woman embracing her daughter and thinking about her financial future

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 virtually everyone. And our experienced team of friends and neighbors is here to help you.

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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.

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  • 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.

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  • 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.

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  • 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.

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Making A Difference Today For A Better Tomorrow

"As a business owner, I couldn’t be happier with the services that the Wealth Management Department provides me. From working with Steve on retirement planning to meeting with Chris to make sure I am leaving the legacy I want – PremierBank has alleviated a lot of fears and given me a better sense of direction. I am very thankful for all the support that has been provided over the years."

Rodney Hetts Resident of Fort Atkinson

Contact The PremierBank Wealth Management Team

Send us an email, or give us a call for more information. 
Email Us
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.

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