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Wealth Management Investment Services


You can count on First National Wealth Management to listen to and understand your goals and objectives, your risk tolerance and investment timeframe, then build a strategy designed specifically for you.

First National Wealth Management investment services offer you:

  • Exclusive access to talented money managers
  • Continuous monitoring of your portfolio
  • Detailed account statements and online access to your account
  • Market reports of economic and investment trends
  • Access to investment conference calls with money managers
  • Access to periodic teleconferences with economists and other specialized professionals

To schedule an appointment with a First National Wealth Management advisor, call 517.545.2231 or e-mail us.

Click here for easy-to-use Financial Calculators to help you with Personal Finance, Retirement Savings and Planning, Taxes and more.

 

Non-deposit investment products are not insured by the FDIC. Non-deposit investment products are NOT obligations of, or guaranteed by, First National Bank or First National Wealth Management. Non-deposit investment products will subject the purchaser to investment risk, including the possible loss of the principal amount invested.