wealth-management

Bank First understands our clients have a need for trustworthy investment management and estate planning assistance.  Thatís why we have formed strategic alliances with our Wealth Management partners: Morgan Stanley and Legacy Private Trust Company.

We believe these alliances give you access to the widest range of choices for your financial goals, along with the ability to work with a talented and diverse professional team thatís best suited to your unique, individual needs.

Legacy Private Trust Company and Morgan Stanley

 

Investments & Insurance: Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by Any Government Agency, and Not a Bank Deposit