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111907144
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(940) 397-2300
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Wealth Management is much more than buying or selling an asset. Wealth management embraces all parts of your financial life and incorporates investment management, financial planning, banking, and wealth transfer strategies that are highly customized to your specific goals and unique needs.
Selecting a partner to manage your wealth can be one of the most important decisions in your life.
Whether your goal is to continue to build your wealth, receive steady income, or transfer funds to your family or favorite charitable organization; AmNat’s wealth management service professionals can provide the expertise to assist you. Your choice of a wealth management partner should have extensive investment knowledge, a thorough understanding of tax and legal issues, indisputable integrity, and the ability to work closely with you to achieve your goals and unique needs.
At American National Bank & Trust we have a team with the experience and capabilities to handle your most important financial issues.
Whether your goal is building wealth, maintaining a steady income, or transferring funds to a family member or charitable organization, our financial advisors offer assistance ranging from investment planning, portfolio management, goal and risk analysis, as well as tailored strategies to not only grow but preserve your wealth for a long-lasting legacy.
Yes! Non-traditional assets such as real estate ( including farms and ranches), business interests, mineral rights and other examples are all covered by American National Bank & Trust wealth management advisory services.
Yes, we work closely with professionals such as CPAs and attorneys to provide comprehensive solutions that ensure your financial plans are aligned to your goals across multiple channels.
Yes, financial advisors often incorporate tax-efficient strategies into wealth management plans, helping you to minimize tax liabilities.
We prioritize the confidentiality of your financial information. Our wealth and investment management services are designed to uphold privacy always. American National Bank & Trust, ensures that your personal and financial details will remain secure and confidential throughout our partnership.
Not FDIC Insured
May loose value – No bank guarantee.