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.
American National 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
American National 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
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Northern
Colorado
1-303-394-5100
Southern Colorado
1-719-473-0111
Western Colorado
1-970-242-5211
Wyoming
1-307-634-2121
Other Locations
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