Wealth Management

Begin early, continuously invest as much as you can, and work with a professional wealth manager in whom you have confidence. At Frandsen Wealth Management & Trust, we focus on personalized portfolio management for you and your family. You can be involved as little—or as much—as you choose.

Regardless of age or income, it’s important to create and maintain an investment strategy that values diversification and manages risk appropriately throughout the various stages of your life. We will constantly monitor your risk exposure to optimize growth during your earning years and to preserve wealth during your retirement.

Wealth Strategies

  • Individual and family investment and asset management
  • Investment and asset management for corporate boards and investment committees
  • Investment management for foundations, endowments, and nonprofit organizations
  • Customized investment policy, grant administration, and liquidation of assets for nonprofit organizations

You are about to leave the Frandsen Bank Website.

The site you have selected is an external one located on another server. Frandsen Bank has no responsibility for any external website. It neither endorses the information, content, presentation, or accuracy, nor makes any warranties, express or implied, regarding the external site. Thank you for visiting Frandsen Bank.