Wealth Management

At Great Western Wealth Management we offer comprehensive and proactive financial solutions. Our team develops customizable strategies built with an understanding of our clients’ goals and objectives. Our high level of service in combination with our disciplined investment process allows us to build long-term relationships.

Create & Grow Wealth

  • Private Banking
  • Investments
  • Insurance
  • Deferred Compensation / Stock Options

Protect & Preserve Wealth

  • Retirement Income Planning
  • Business Succession Planning
  • Disability Planning

Effectively Transition

  • Gifting to Children & Heirs
  • Charitable Giving
  • Titling of Assets
  • Executor / Trustee Services
  • Distribution Plan to Spouse and/or Heirs

The Latest from our Wealth Management team: