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Proactive Planning

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manage the changing face of life

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your success is our only mission

Helping You

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First National Trust & Wealth Management

Our goal is to make a difference--for you, your family and your future.

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Our Services

 

Trust Services

You've made the decision to establish a trust. One thing you will have to do is name a trustee. You will want to choose a trustee that understands your goals.

 

 

Estate Settlement

First National can act on your behalf to complete the estate settlement process and assume the responsibility of administering a trust

 

 

Investment Management 

Proper investment management aims to meet particular investment goals for the benefit of the investor. 

 

 

Estate Planning

Estate planning is the process of planning for the transfer of a person's wealth and assets after their death.

 

 

Asset Allocation

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning assets according to an individuals goals, risk tolerance and investment horizon.

 

 

Charitable Giving

For many, giving to charity is a normal part of their lives. Charitable giving offers emotional benefits, and practical ones as well.

 

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Latest Blog Posts

How Do I Know if a Financial Professional is the Right Fit?

Submitted by First National Trust & Wealth Management on May 26th, 2022

How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough. It pays to shop around to find the right professional for you and your family. Here are some tips to see if a financial professional is a good fit.

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The New Normal Retirement

Submitted by First National Trust & Wealth Management on April 15th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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William & Margaret Trudell 2022-2023 Scholarship Application

Submitted by First National Trust & Wealth Management on February 1st, 2022

The William & Margaret Trudell Scholarship board of trustees is pleased to announce that applications are now being accepted for the 2022-2023 school year for qualified students enrolled at the Iron Mountain campus of Bay College.  Since its inception in 2004, the Trudell Scholarship has provided over $80,000 to over eighty deserving students of the Bay College West Campus.&n

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Iron Mountain
233 South Stephenson Ave. 
Iron Mountain, MI 49801

Menominee
3805 10th Street
Menominee, MI 49858

Marquette
3165 Wright St. Suite 104
Marquette, MI 49855

Iron River
901 Riverside Plaza
Iron River, MI 49935

 

  Tel: 877-779-2259

Non-deposit investment products, insurance, and securities are NOT deposits or obligations of, insured or guaranteed by The First National Bank & Trust of Iron Mountain, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. First National Trust and Wealth Management does not give tax or legal advice. Consult with your tax and/or legal advisor for information specific to your situation.

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