Wealth Management
Field & Main Bank®'s strategists turn your hopes, dreams, and goals into financial plans with purpose. We’ll help you choose the investment tools and strategies that make the most sense for your financial goals.
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When You Work with a Field & Main Wealth Management Advisor, You Get:
- Expert Wealth Management Advisors:
Our advisors aren’t salespeople, they’re trusted financial professionals. We aren’t concerned with transaction. Instead, they are community men and women who are dedicated partners in the growth of your investment portfolio. - Full Availability:
Your advisor will be available when you need them. This direct line of communication is something we’re certain you’ll enjoy, that bigger institutions simply can’t offer. We believe that you can’t outsource excellent service. We work hard to ensure that your advisor will be available to answer your questions as they arise.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck®.
Wealth Management FAQs
What is wealth management?
Wealth Management is a general term that we use to encompass the various investment and financial planning services we provide our clients. Each of our clients are unique. Our Field & Main Wealth Management advisors are equipped with an array of products and services to help craft customized financial plans for their clients throughout the varying stages and situations in life.
What is the advantage of using the wealth management services offered by a community bank?
Just like with the banking services provided by Field & Main bank, you have the advantage of dealing with a person, not an institution. Each Wealth Management relationship is tailored to fit your unique needs, not a cookie-cutter, “off the shelf” solution. We know our clients, and growing their portfolios is our number one priority. We take the time to get to know them, to understand each client’s risk tolerances, their family dynamics, their need for income, and their unique life situations. The advantage is that Field & Main Wealth Management advisors turn your hopes, dreams, and goals into financial plans with purpose.
How much money do you need for wealth management? Who are wealth management services for?
Because of our wide array of products and services, we can service anyone with an interest in investing. We suggest meeting with one of our advisors who can perform a financial checkup and make a personalized recommendation for you.
What is the advantage of partnering with Field & Main for wealth management services?
When you work with a Field & Main Wealth Management advisor, you have an experienced financial expert at your service. Our advisors study and understand the market and help take the emotion out of your financial planning. Let us ease your anxieties and assist you in developing your plan.
When should you use a wealth manager?
Many variables exist that have an impact on how, when, and where you should invest your money. The world of investments is constantly changing and keeping up can be stressful. Hiring someone to maintain your financial investments is critically important- no matter the amount of money.
Investments are not insured by the FDIC or any federal government agency, provide no bank guarantee, are not a deposit, and may lose value.
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We’ll help you choose the investment tools and strategies that make the most sense for your financial goals.
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