Wealth Management
The once elitist world of wealth management has become a part of everyday life. Many banks claim to be full service, but few single organizations can accomplish what First American Bank does for a client. The consolidation of critical tasks under one roof provides our clients with significant benefits. First American Wealth Management Group is an experienced, knowledgeable and dedicated team of financial management professionals whose business savvy advice and ideas are available to any customer of First American Bank — individuals, privately owned businesses, business owners and their families. In addition, we offer consulting services to charitable entities and other nonprofits.
The key issues we address are investments, estate, trusts, insurance and retirement planning — and in the case of business owners, succession planning.
Everything we do is top of the line quality — we’re highly responsive and constantly alert to new ways to deliver value. Promises made are always kept. We spend quality time identifying and evaluating what our clients really want most. Our customers receive results, benefits, outcomes, advantages, protection and improvement.
Our advisors work to help you:
- Create and grow wealth
- Protect and preserve wealth
- Pass wealth to others during your lifetime
- Distribute your financial assets wisely
Discover how easy it is to do business with us. Let us answer your questions and help you develop and implement a strategy that will allow you to accomplish meaningful things for yourself, your family — even your community or a favorite charitable organization.
Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Wealth Management Group are not affiliated. Additional products and services may be available through First American Wealth Management that are not offered through AIC.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.
A representative from First American Wealth Management Group will contact you to provide requested information.
