Coronavirus (COVID-19) Update
The health, safety and well-being of our customers, employees and communities continues to be our top priority. Due to varying safety recommendations in the areas surrounding our branches, some location lobbies are open to the public, while others remain open by appointment only. Please use our Lobby Reopening Schedule to determine if an appointment is required before your visit.

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: