First National Wealth Management
First National Bank is committed to providing you with access to the most
practical investment strategies available and delivering them with the superior level of customer service you expect and deserve. Toward that end, First National has partnered with the advisory team from Executive Wealth Management LLC (Executive Wealth Management) and Private Client Services, member FINRA and SIPC, to help serve your wealth management, investment and financial planning needs.
With roots in Livingston County dating back to 1985, Executive Wealth Management has been proudly serving within the county, and throughout the country, for over 33 years. As trusted fiduciaries, their mission is to protect and grow the investments of clients, families and the community while providing a legacy of economic well-being. At Executive Wealth Management, they believe in a fee-based approach that aligns their interests with those of their clients. The Executive Wealth Management advisory team brings a breadth of financial planning and investment advising experience and expertise to First National that strives to provide you with diverse investment options and a holistic approach to financial planning.
No matter how your financial picture changes, First National Wealth Management - via Executive Wealth Management and Private Client Services is fully prepared to assist with a wide variety of investment and planning options...
- Investment and Retirement Portfolio Management
- 401k and Retirement Plan Recommendations and Tracking
- Company Benefit and Risk Management Analysis - Insurance, Stock Options and Deferred Compensation
- Strategic Retirement and Income Planning
- Tax Management Strategies
- Legacy Planning- Comprehensive Estate, Business Succession Planning, and Charitable Giving Strategies
Schedule an appointment today by calling 517.546.3150 or ask to meet the advisor at your nearest branch office .
Advisory, financial planning, securities, insurance and any other investment vehicles are offered through Executive Wealth Management, LLC, a registered investment advisor, and/or Private Client Services, LLC, member FINRA and SIPC.
Advisory, financial planning and/or insurance products offered through Executive Wealth Management, LLC or Private Client Services, LLC are non-deposit products and are:
NOT FDIC Insured * NOT a deposit * are NOT guaranteed by any bank * may lose value, including loss of principal amount invested.
Executive Wealth Mangement, LLC; Private Client Services, LLC; First National Bank and First National Wealth Management are all separate, distinct, unaffiliated entities. Executive Wealth Management, LLC and Private Client Services, LLC do not offer tax or legal advice.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, accountant or tax advisor regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
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