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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

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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Medicare in 2021: Here’s What You Need to Know

Submitted by First National Trust & Wealth Management on February 4th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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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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