Member FDIC Federal Deposit Insurance Corporation Logo FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Wealth Management

Services for Bank Midwest clients provided by the Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank.

Great trust management starts with understanding each client’s immediate and long term needs and evolving goals. We begin our process with a comprehensive look at the big picture, in the marketplace and in your life-planning. Then, we customize a strategy that matches your lifestyle and legacy plans by combining best-in-class institutional managers and funds.

Since this approach eliminates any potential conflict of interest, your best interests are always our clear and primary focus.

We manage investment portfolios for:

  • Individuals
  • Trusts
  • Endowments, Charities & Entities
  • Retirement Accounts
Young couple admiring the view on a road trip

Planning for Life

Life is unpredictable. That's why it's so important to plan ahead, anticipating milestones and building a flexible platform for financial success. At Bank of Jackson Hole, we provide:

  • Dynamic Asset Allocation
  • Customized Planning
  • Thoughtful, Innovative Solutions
  • Transparency
  • Proactive Accessibility and Communications
  • Hands-on Expertise to match your goals and lifestyle

Proactive & Transparent

You can count on us to keep you up to date on your investments and our strategies with long-term and just-in-time information, delivered the way you want it. You’ll never have to guess what’s going on – because we’ll be right beside you when you need us.

Financial and Retirement Planning

For all fiduciary and trust management clients, financial and retirement planning is available at no additional cost to assist our clients in achieving their financial and legacy goals.

We include relevant discussions, analysis and research with our clients to help them understand their current circumstances, help them develop and articulate their reasonable goals, and prepare reporting and analysis to assess their current financial status and ability to meet goals. That understanding and analysis is then used as a critical component in creating investment strategies for the client, and modifying those strategies when appropriate.

Elevate your Expectations

Trust & Wealth

This field is hidden when viewing the form

Request a Consultation

City(Required)
MM slash DD slash YYYY
Time
:
Email(Required)

Trust and Wealth Products are: not FDIC insured, not insured by any federal government agency, not a deposit or obligation of, or guaranteed by NBH Bank or any of its affiliates, subject to investment risk, including possible loss of the principal amount invested.

Scroll to Top