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Ozaukee County's Trusted Independent Bank
What are Wealth Management Services? Wealth Management Services is a department of Port Washington State Bank that handles their customers' investment and trust needs. It is located at the bank's main office in Port Washington, Wisconsin. It provides personal trust, investment, and banking services to individuals, companies, foundations and other institutions. The staff can be easily reached by telephone, personal visit, or Internet e-mail. The Wealth Management Services department at Port Washington State Bank provides you and your family with a centralized and comprehensive source of trust, investment, and banking services. We achieve this by:
In addition to this combination of trust and investment management, the Wealth Management Services department will work with outside agents of your choice to coordinate and accommodate other financial needs, such as insurance (for estate planning or business succession purposes), or acquisition of tax- exempt or deferred annuities. We welcome this team approach to develop a well-rounded financial plan customized for each client. Wealth Management Staff Steve Zimmel is Vice President/Trust Development Officer. Steve earned a Bachelor of Business Administration from the University of Wisconsin - Stevens Point and is a graduate of the Cannon Financial Trust School, where he earned his Certified Trust & Financial Advisor (CTFA) designation. He is currently pursuing his Certified Financial Planner (CFP) designation. Katherine Allen is a Senior Trust Administrator at Port Washington State Bank. She has over 30 years of experience in personal trust and banking operations. Wealth Management Services Annual Fee* Schedule
* Fees are prorated and charged quarterly; $1,000 min. annual fee. Services Include:
Other Personalized Services Available:
Additional Services (fees may apply)
On Non-ERISA accounts using selected mutual funds, Port Washington State Bank may receive additional administrative fees from an investment dealer. |
