As individuals build their wealth, their financial management needs grow accordingly. It's not uncommon to engage half a dozen advisors - attorneys, accountants, insurance agents, money managers and brokers to assist in managing their wealth. Without a unified, comprehensive approach across all financial areas, it becomes increasingly difficult to manage. Even more critical, lack of a big-picture view may increase risk or make it difficult to identify areas of opportunity.

ANB Bank's Wealth Management Group takes a comprehensive approach to wealth management. Clients work with a Wealth Advisory Team, comprised of a trust administrator, investment manager, private banker and wealth strategist. When needed, the team collaborates with clients' attorneys or CPAs to ensure a holistic approach to wealth management.

Simplifying wealth management, clients maintain one primary point of contact at ANB Bank, through a relationship manager either in the Wealth Management Group or elsewhere in the bank.

With an integrated approach, the team looks at the client's wealth management plan comprehensively - based on each client's values, goals and objectives. Seasoned, local financial professionals across the team then help guide clients in a way that takes the entire wealth plan into consideration.

Ultimately, this team approach simplifies and improves wealth management process for ANB clients.

Learn more about the Sturm Financial Group

Trust and Investment Services are not FDIC insured, not a deposit or other obligation of, nor guaranteed by the depository institution, and they are subject to investment risks including possible loss of the principal amount invested.