We are the premier Wealth Management group serving the high value clients of our bank and our communities with an unrelenting focus on relationships and clients.
You’ve worked hard to provide a secure financial future for your family. Let us help you ensure the wealth you’ve spent a lifetime building is preserved for your family the way you intended.
Our team of Wealth Management professionals offers the expertise in financial planning, federal and state estate laws, trust skills and management and asset protection capabilities you need to plan your estate. We also provide expert investment management with input, either from the grantor and heirs, or discretionary management by our portfolio managers.
Contact your Wealth Advisor today for more information.
Whatever your financial goals, First Interstate can help make your life's dreams come true. With over $3.3 billion in Assets Under Management, we offer the expertise in Wealth Management you need to meet your financial goals. Yet, we are small enough to create a personalized road map that provides direction and flexibility to achieve your individual, long-term needs.