Wealth Management

Local Relationships

Your First Bank & Trust advisor is accessible. You will be able to communicate with your advisor in person at a local office, by phone, email, or even video conference. We seek to find common ground with you and truly get to know you while working towards your
financial goals.

Expert Services

 Our team is made up of experienced investment professionals who hold an array of certifications and licenses. We have strategic partnerships in the investment community, access to up-to-the-minute market research, and additional resources necessary to meet your goals and needs in an efficient and timely manner.

No Hidden Fees

We operate as a fiduciary, so you can rest assured that we have your best interest
in mind when making recommendations. We are here to help you understand your goals, risk tolerance and options so you can be confident in your financial decisions.

Financial
Planning

We will build an income statement and balance sheet so you can understand your cash flow, savings rate and investment portfolio, make informed decisions and map your goals.  

Retirement
Planning

Creating the retirement lifestyle you want – because you’ve worked hard to get there.

Education
Planning

We will discuss various strategies and develop a custom plan specific to your family's needs in order to pay for college.

Estate
Planning

Ensure a seamless transfer of your estate with our planning services.

Charitable
Planning

Maximize your impact through a well-thought-out giving strategy with our charitable planning services.

Featured Advisors

Angie Waters

Vice President/Wealth Management Officer,
INFINEX Financial Advisor
Get In Touch
 
 
 
 
 
 

Securities offered through INFINEX INVESTMENTS, INC. Member FINRA(opens in a new window) / SIPC(opens in a new window)

Infinex and the bank are not affiliated.


Scott Arnett

Investment Manager/Wealth Management Officer


Get In Touch


Meet the entire First Trust & Wealth
Management team →

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