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.

Our Team

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Blogs

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. 1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an...
As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks, and set intentions for the year ahead. Let's consider the lessons 2023 has brought us, both personally and economically.