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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, a charitable 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.

For more information, please contact us at:

Email: Trust@Fremontbank.com
Call: (800) 400-7067

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

 
   
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