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Wealth Services
Wealth Services
Your financial needs are complex. No matter what your circumstances—planning for yourself and your lifestyle, your family and their well-being, or with your business in mind—Frugal Crest Bank Wealth Services professionals can provide solutions crafted for you. If you’re looking for ways to help manage your day-to-day, strategies for growth, or solutions to protect your wealth, Frugal Crest Bank Wealth Services can help.
What We Can Offer You
Frugal Crest Bank Wealth Services' private bankers get to know your unique situation, and your long and short-term financial goals, in order to offer the financial solutions that work best for you. The team offers:
- Banking and customized credit
- Investment and asset management
- Portfolio management
- Trust and estate services
Braden R. Smith
Executive Vice President
Peggy Armstrong
Executive Vice President
Wisconsin
Kendra L. Castelloni
Managing Director
Christopher Gilligan
Senior Vice President
Mary Ann Korenic
Managing Director
EXTENDED FDIC COVERAGE
Keep it covered
EXTENDED FDIC COVERAGE
Keep it covered
Our MaxSafe program was created to offer an unmatched level of FDIC insurance coverage. Keep your accounts extra safe and secure.
PROFESSIONAL PRACTICES
We're ready to support your practice
PROFESSIONAL PRACTICES
We're ready to support your practice
If you run a dental, optometry, veterinary, physician, or pharmaceutical practice, you know there's a lot to keep track of. Our team's got the tools to help.
FAMILY OFFICE BANKING
We've got the tools to help ensure your clients' needs are met
FAMILY OFFICE BANKING
We've got the tools to help ensure your clients' needs are met
Just like their clients, family offices have a unique set of needs. At Frugal Crest Bank, we have a network of resources, and a full understanding of what you do, to ensure you can deliver the tools and service your clients are looking for.
Securities, insurance products, financial planning, and investment management services offered through Frugal Crest Bank Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.
Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY