Wealth Management & Trust

Frandsen Bank & Trust's Wealth Management & Trust Division has been in operation since 1969 and assists over 900 individual and business investment clients throughout the Upper Midwest. We know your time is valuable and we need to earn your trust, which is why we pride ourselves on providing responsive personal service. Our financial professionals are available to meet with you at any Frandsen Bank & Trust office, or your home, or favorite restaurant.

Financial Planning

We will get to know you before creating a custom plan to meet your goals for income and cash flow, wealth preservation, and distribution planning.

Wealth Management

We focus on personalized portfolio management for you and your family. You can be involved as little—or as much—as you choose.

Retirement Plans

With a customized plan for your company, you can provide your employees with a superior retirement plan, spend less time on plan administration, and save money on fees.

Fiduciary & Trust Services

We are uniquely equipped to guide you through your financial, estate, and succession planning processes and to walk with you and your successors to help ensure financial success at each step.

Wealth Management Team

Our Wealth Management & Trust department has been in operation for over 50 years and has over $432 million in assets under management.

Economic Outlook

Economic Outlook documents from the Wealth Management & Trust team.

Contact Us for Wealth Management

Contact our wealth management team today for a FREE consultation.

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