Heber Fuger Wendin (HFW)
Independent, fee-only financial advisor and investment counsel firm established in 1934
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Trust Departments and Wealth Management Services

Trust Departments and Wealth Management Services

Trust Department and Wealth Management Services for Depository Institutions

Trust Departments and Wealth Management Services Support for Banks and Credit Unions. HFW’s expert investment advisors can help you prudently manage your institution’s trust and wealth management assets in order to meet goals, whether it be capital preservation, income or growth.

  • Enhance Your Level of Service – Community banks and CUs enhance the level of service given to trust and wealth management customers; this can improve account retention (trust customer loyalty) and promote asset growth.

  • Grow Assets Under Management – Trust and wealth management department personnel can find that their time is freed up to attract and develop new relationships.

  • Build Customer Loyalty – Trust and wealth management department personnel can gain time to focus on servicing customers.

 

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