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FIRST NATIONAL WEALTH MANAGEMENT

The First National Wealth Management team provides customers with sound financial strategies based on your goals. Serving individuals, families, and businesses throughout the Upper Peninsula of Michigan and Northern Wisconsin. We assist you with defining your goals and help you stay focused on them to help worked toward success with your financial plan. Whether you are saving for the future, or need to supplement your retirement with what you've already saved; we can design a plan that works for you and provide the advice you need along the way.

  • IRA / IRA Rollover
  • Retirement Planning
  • Investment Strategies
  • Estate Planning
  • Stocks & Bonds
  • Mutual Funds
  • Annuities


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Locations:
First National Bank & Trust
233 S. Stephenson Avenue, Iron Mountain, MI 49801
901 Riverside Plaza, Iron River, MI 49935
3805 10th Street, Menominee, MI 49858

(906)776-2953 |   (877)879-7780

Securities and Advisory Services offered through LPL Financial, A registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its

licensed affiliates. First National Bank & Trust and First National Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured First National Bank & Trust deposits and are not FDIC insured. 

These products are not obligations of the First National Bank & Trust and are not endorsed, recommended or guaranteed by First National Bank & Trust or any government agency. 

The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated 

with this site may only discuss and/or transact securities business with residents of the following states: 

  • Michigan
  • Wisconsin
  • Illinois
  • Florida
  • Minnesota
  • Maryland

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.


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