Personal Wealth Management Services

Personal service by its very name requires a great “person” to help you. While computers and web applications can provide useful information, there is no substitute for an experienced professional you can speak to face to face about what is on your mind. Security National Bank Wealth Management is both a market leader and a local bank; we have a wide variety of experienced financial professionals available to meet with you about your private wealth management goals while still delivering the small town service you deserve.

Trust Services

Protect your financial legacy. Put your trust in Security National Bank Wealth Management and our trust services.

A personal trust is your financial plan for the future. With an almost unlimited number of services a trust can provide for you and your family, we can help you determine what you want to accomplish, organize your assets to minimize your tax footprint while benefiting your dependents, beneficiaries, business and selected charitable causes.

Estate Planning

What will your legacy be?

No one wants to talk about estate planning, but everyone should. Proper estate planning helps you accumulate, manage, and distribute your assets while you are alive and provides for elegant and swift handling of their final disposition at your death. Whether you are planning for medical care, retirement, or lifetime gifts, your legacy deserves protection, respect, and professionalism.

Retirement Planning

If you're not planning for retirement now, when will you begin?

If you’re a typical Siouxland resident, you know you need to plan for retirement. But do you worry that you won’t have enough money to retire or you haven’t actually calculated how much money you need to save?

We believe in a secure retirement plan is a plan that starts working as soon as we do and carries us through long after we trade dress shoes for flip-flops. It doesn't take a miracle to get there; it does, however, take a plan.

Investment Management

At Security National Bank Wealth Management, we don’t start with your investment options. We start with you.

We believe in a personal approach to private wealth management. Every investor has individual goals, risk tolerance, a timetable, and available funds. We can’t give you answers until we’ve asked the right questions, which we do. Together we’ll cultivate a financial strategy based on your life, goals, and investment personality.

After all, you’ve worked hard for your money; we’re here to help make sure it works just as hard for you.

Start saving with private wealth management

No matter if it's retirement or estate planning, investment management or asset protection trusts, the Security National Wealth Management team can help you handle any aspect of private wealth management. Our experts have years of experience in these different areas of wealth management, and we want to help you make sure your assets are protected. If you're ready to learn more about wealth management, contact us today to learn more.