Focusing on wealth protection and the many complex issues that face businesses can be an overwhelming task. Minnesota Bank & Trust has developed widespread capabilities to address the issues of risk exposure, asset preservation, tax planning and business protection.
WEALTH MANAGEMENT & PRESERVATION
Wealth Management*
Competitive investment returns, comprehensive financial plans, straightforward fees, and a partnership with clients based on respect and trust, are the cornerstones of our personal trust and retirement plan services.
Retirement Plan Services*
Whether your company employs 10 or 10,000 people, our Wealth Management Group Retirement Plan Services can assist you in designing and maintaining a retirement plan that best meets your needs.
- On-site, one-on-one planning and employee education.
- An “open architecture” investment structure provides the opportunity for selection of the best performing mutual funds without the restrictions of a proprietary harness.
*Investment products are - Not FDIC insured - No bank guarantee - May lose value