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First National Trust & Wealth Management

Our goal is to make a difference--for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy, First National Trust & Wealth Management can work with you to develop a plan aligned with your needs and goals.

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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.

Latest Blog Posts

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by First National Trust & Wealth Management on November 6th, 2020

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

Life Insurance Options

Submitted by First National Trust & Wealth Management on January 23rd, 2020

When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years.

Why Financial Literacy is Important

Submitted by First National Trust & Wealth Management on October 24th, 2019

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission