Wealth Management Administration
Our Wealth Management Professionals work with you to establish the Trust account that best suits your needs.
This could be a living trust, an irrevocable trust, a charitable remainder trust, special needs trust or another type of trust agreement designed to protect and
distribute assets.
Managed Funds
Fremont Bank's Wealth Management department can establish a professional portfolio designed specifically to
meet your financial goals. You can choose whether to approve investment decisions or opt for our Managed
Agency Program (MAP).
Estate Administration
In order to ensure that your estate will be settled in a professional, timely and unbiased manner, consider
naming Fremont Bank as your executor. Our Trust Officers have extensive experience in the estate settlement
field and are able to provide guidance and expertise at in times of difficulty.
Let our Wealth Management Professionals help you design a strategy to maintain and grow the nest egg you have
worked so hard to build.
Contact us at: (800) 400-7067
Trust and Investment Management Services offered through Fremont Bank.
| Not FDIC Insured |
 |
Not Bank Guaranteed |
|
May Lose Value |
|
| Not Guaranteed
by any Government Agency |
|
Not a Bank Deposit |
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