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Alliance Division

Wealth ManagementWe partner with financial advisors to make trust services available to clients, while preserving the investment relationship with your investment professional. 

Our ability to unbundle our wide range of trust services to work with any financial advisor is a timely and economical service that benefits all parties involved.  From newly created trusts to established ones, our department is ready and willing to support your needs.

We are not limited to just personal trust services – we can also provide this approach to qualified plans as well.  The investment strategy provided by the current advisor can continue for the participants, while our trust department can manage the administration and record keeping of the plan, custody assets, or more complex actions such as tax reporting and employee education.

 

Enjoy Life… Leave the details to us!

Call (262) 522-7400 to talk with a Prairie Financial Group Representative today!

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Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit