Trust & Wealth Management

Trusted Guidance for Your Financial Future

We are pleased to welcome First National Bank and Trust’s Wealth Management Group to Bank First Trust & Wealth Management. Your trusted Wealth Management team remains here to support you with the same care, expertise, and personalized service you’ve come to expect.

For Bank First customers, we are excited to now offer trust, investment, and legacy planning services. Our Trust & Wealth Management team is here to help you plan with confidence. If you would like to connect with a member of our team, please complete the form below or contact your local branch.

Local Expertise. Personal Attention.

Our team is located in your community and offers responsive service, local decision-making, and advice tailored to your goals.

Thoughtful, Long-Term Investment Approach

We focus on disciplined, long-range strategies designed to support your financial goals through changing markets.

A Team of Specialists Working for You

As your needs change, our advisors help you navigate investment decisions, manage risk, and adjust your plan to keep you on track.

Our Process

Listen: We start by understanding your goals.
Create: We design a custom portfolio based on your risk tolerance, time horizon, and income needs.
Manage: We monitor your portfolio and rebalance as needed.
Review: We meet with you regularly to ensure your plan continues to support your goals.

Explore Our Services

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