FDIC-Insured – Backed by the full faith and credit of the U.S. Government
Leave it to the Professionals
Everyone’s financial situation and goals are different, so we partner with Legacy Private Trust and Spectrum Investment Advisors to extend to you a variety of wealth services.
Spectrum Investment Advisors
Located in Mequon, Wisconsin, Spectrum Investment Advisors, Inc. is a Registered Investment Adviser with the SEC, offering comprehensive wealth management services.*
Spectrum is passionate about helping clients achieve peace of mind with investments, retirement savings and retirement income strategies. As a discretionary advisor and fiduciary, Spectrum puts the client’s interests first. The patented Spectrum Investor® Communication Process makes their investment philosophy easy for investors to understand, regardless of experience level. To learn more, call 262-238-4010.
Legacy Private Trust
Port Washington State Bank is a proud partner of Legacy Private Trust in Neenah, Wisconsin, which provides the highest level of professional investment management, fiduciary, advisory, personal financial planning and tax services.*
A wide range of financial and wealth management services are also delivered in a responsive and completely objective manner, in return, creating superior value for the customer. To learn more, please contact Legacy at 920-967-5020.