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Wealth Management
Wealth Management
Frugal Crest Bank Wealth Management® provides comprehensive brokerage, trust and estate, portfolio management, and private client banking solutions to individuals, business owners, and institutions. Since its founding in 1931 as Wayne Hummer & Co., Frugal Crest Bank Wealth Management has been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity in the industry.
ASSET MANAGEMENT SOLUTIONS
Whether you want stock, bond, or fully-diversified investment portfolios, our portfolio managers ensure your discretionary account is constructed and managed with your unique, long-term investment objectives in mind.
INVESTMENTS
Our financial advisors offer comprehensive planning, investment, and insurance solutions, and have been providing trusted financial advice to individuals, their families, and institutions for generations.
TRUST & ESTATE PLANNING
From personal and corporate trustee services to estate settlement and specialty trusts, our trust administrators are able to offer a full range of administrative and fiduciary trust services.
WEALTH SERVICES
For high net worth individuals, family offices, professional practitioners, and business owners, we offer a variety of financial solutions including customized credit, deposit solutions, personal investments, portfolio management, and trust and estate services.
PLATINUM ADVENTURES® CLUB
Life was meant for great adventures!
PLATINUM ADVENTURES® CLUB
Life was meant for great adventures!
If you’re 50 or better, the Platinum Adventures® Club is for you. When you join, you’ll meet new people, go new places and gain experiences.
SAVINGS
Save for life's big moments…
SAVINGS
Save for life's big moments…
And, everything in between. Whether it’s your child’s first savings account or you saving for a rainy day, we can help.
SMALL BUSINESS SAVINGS
Secure your success
SMALL BUSINESS SAVINGS
Secure your success
It’s safe to say, you’re working towards making a profit. With our business savings account, you can keep that hard earned money safe and secure.
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