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Proactive Planning

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manage the changing face of life

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Helping You

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First National Trust & Wealth Management

Our goal is to make a difference--for you, your family and your future.

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Our Services

 

Trust Services

You've made the decision to establish a trust. One thing you will have to do is name a trustee. You will want to choose a trustee that understands your goals.

 

 

Estate Settlement

First National can act on your behalf to complete the estate settlement process and assume the responsibility of administering a trust

 

 

Investment Management 

Proper investment management aims to meet particular investment goals for the benefit of the investor. 

 

 

Estate Planning

Estate planning is the process of planning for the transfer of a person's wealth and assets after their death.

 

 

Asset Allocation

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning assets according to an individuals goals, risk tolerance and investment horizon.

 

 

Charitable Giving

For many, giving to charity is a normal part of their lives. Charitable giving offers emotional benefits, and practical ones as well.

 

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Latest Blog Posts

Retirement Calculator: Are You On Track to Reach Your Goals?

Submitted by First National Trust & Wealth Management on May 11th, 2021

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals during your working years. 

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William & Margaret Trudell 2021 Scholarship Applications Now Available

Submitted by First National Trust & Wealth Management on April 9th, 2021

The Trudell Scholarship Board of Trustees is pleased to announce that applications are now being accepted for the 2021-2022 academic year for qualified students enrolled at the Iron Mountain campus of Bay College.  Since its inception in 2004, the Trudell Scholarship has provided over $80,000 to nearly eighty deserving students of the Bay College West Campus. 

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Financial Management for Couples: When a Spender and a Saver Fall in Love

Submitted by First National Trust & Wealth Management on April 9th, 2021

Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting married or having children, relationships can be filled with tricky financial situations. Even trickier is if you and your partner have different views on financial matters—one of you is a spender and one is a saver.

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Iron Mountain
233 South Stephenson Ave. 
Iron Mountain, MI 49801

Menominee
3805 10th Street
Menominee, MI 49858

Marquette
3165 Wright St. Suite 104
Marquette, MI 49855

Iron River
901 Riverside Plaza
Iron River, MI 49935

 

  Tel: 877-779-2259

Non-deposit investment products, insurance, and securities are NOT deposits or obligations of, insured or guaranteed by The First National Bank & Trust of Iron Mountain, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. First National Trust and Wealth Management does not give tax or legal advice. Consult with your tax and/or legal advisor for information specific to your situation.

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