FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Investment & Trust Services
Trusted by Generations. Tailored for Yours.
Wealth management is more than money; it's the life you live now, the people you care for, and the legacy you leave behind. Our team is here to help you protect what matters most with personalized guidance built for generations.
Investment and management
Estate planning
Retirement planning
Trust services and administration
How It Works
Build and protect your legacy while supporting your current lifestyle.
Meet with a wealth advisor to discuss your current plans and goals.
Receive a confidential, no-obligation review.
Take the lead or leave the details to us. Your involvement is entirely up to you.
The Right Partner Makes All the Difference
Wealth Management & Trust has operated since 1969 and assists more than 900 individual and business investment customers throughout the upper Midwest. Our team is comprised of highly principled, experienced financial professionals.
Planning Strategies
Let's talk about your goals. We'll tailor recommendations to help you manage income, preserve wealth, and plan for the future, all based on your financial picture.
Financial Planning
Create a custom financial roadmap that lasts a lifetime, and beyond.
Investments
Insurance strategies
Tax and legal fee minimization
Estate Planning
Ensure the desires for your financial assets are met.
Wealth-management strategies
Life and care directives
Dependent care
Charitable giving
Transition Planning
Plan for major moments and milestones.
Retirement
Succession or business sale
Inheritance
Career transitions
Investment Management
Build a goals-based plan and asset strategy designed to manage risk and grow with you, all while valuing diversification.
Individuals and families
Professionals and executives
Foundation and nonprofit endowments
Corporate investments
Investment policy statements
Trust Administration
Trusts are no longer just for the wealthy, they're smart financial tools for anyone. At Frandsen, we can serve as your corporate or co-trustee to help manage your trust with care and confidence.
Reduce or eliminate estate taxes
Control asset distribution
Provide for successors
Allocate charitable giving
Wealth Management
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