Wealth Management/Trust Services/Investment Management
Why choose Waukesha State Bank Wealth Management Services?
Because we are unique!
Waukesha State Bank Wealth Management Services continues the bank's history of providing the highest quality service in a friendly manner at a reasonable price. They go beyond providing investment advice, offering comprehensive investment management services for various estate planning and business objectives.
Through the use of different vehicles ranging from employee benefit plans, such as 401(k) plans to personal trusts (such as revocable living trusts), Wealth Management Services manages assets from the normal mix of stocks, bonds and mutual funds to more unique assets such as personal residences, commercial property, limited partnerships, annuities, life insurance policies and hedge funds.
We are a team of dedicated, long-term and experienced professionals that provide individualized and exceptional service … all within one local, community orientated bank. Since 1944, Waukesha State Bank has enjoyed steady growth by providing the best in financial services - with a focus on being friendly, efficient and having a vision for the future.Enjoy Life… Leave the details to us!
Call (262) 522-7400 to talk with a Wealth Management Representative today!
Retirement Central
Visit Retirement Central today for practical ideas you can apply today to help you achieve financial security in retirement.
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Not FDIC Insured |
Not Guaranteed By The Bank |
Not A Deposit |
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May Go Down In Value |
Not Insured By Any Federal Government Agency |
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