Investing for the long-term: even when the market is volatile.
Kristi, a Senior Wealth Advisor, talks about investment planning during the COVID19 pandemic.
Coronavirus (COVID-19) Update
The health, safety and well-being of our customers, employees and communities continues to be our top priority. At this time, our branch lobbies will be available by appointment only. We encourage you to use our drive-thrus, which will be open during normal business hours, online and mobile banking and our ATM network. You can schedule an appointment by calling your local banker. Read more.
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: