Wealth Management Services

Customized Wealth Management Strategies

Wealth Management is much more than buying or selling an asset. Wealth management embraces all parts of your financial life and incorporates investment management, financial planning, banking, and wealth transfer strategies that are highly customized to your specific goals and unique needs.

Selecting a partner to manage your wealth can be one of the most important decisions in your life.

Whether your goal is to continue to build your wealth, receive steady income, or transfer funds to your family or favorite charitable organization; AmNat’s wealth management service professionals can provide the expertise to assist you. Your choice of a wealth management partner should have extensive investment knowledge, a thorough understanding of tax and legal issues, indisputable integrity, and the ability to work closely with you to achieve your goals and unique needs.

At American National Bank & Trust we have a team with the experience and capabilities to handle your most important financial issues.

Benefits

Dedicated staff committed to providing complete solutions
Experienced investment management to stop day-to-day worries about financial decisions
Non-traditional asset management, including farm, ranch and other real estate, closely-held business interests, and mineral interests
Flexible product and fee structure unique to your situation
Regular investment reviews to assess performance with regards to financial and risk tolerance objectives
Work closely with your other professionals (CPA, Attorney, etc.) to provide superior solutions

We’re Here to Answer Your Questions

Whether your goal is building wealth, maintaining a steady income, or transferring funds to a family member or charitable organization, our financial advisors offer assistance ranging from investment planning, portfolio management, goal and risk analysis, as well as tailored strategies to not only grow but preserve your wealth for a long-lasting legacy.

Can a Financial Advisor Assist Me with Non-Traditional Assets?

Yes! Non-traditional assets such as real estate ( including farms and ranches), business interests, mineral rights and other examples are all covered by American National Bank & Trust wealth management advisory services.

Do You Collaborate with Other Financial Professionals?

Yes, we work closely with professionals such as CPAs and attorneys to provide comprehensive solutions that ensure your financial plans are aligned to your goals across multiple channels.

Can wealth and investment management help with tax planning?

Yes, financial advisors often incorporate tax-efficient strategies into wealth management plans, helping you to minimize tax liabilities.

Will My Wealth Management Remain Confidential?

We prioritize the confidentiality of your financial information. Our wealth and investment management services are designed to uphold privacy always. American National Bank & Trust, ensures that your personal and financial details will remain secure and confidential throughout our partnership.