Protect & Preserve Wealth

Congratulations! You’ve taken the steps to get your financial future in order. Now what? That’s where First Interstate’s knowledgeable Wealth Advisors factor in. Our team of professionals will work with you to make sure the investment plan you established in your 20s is still working for you in your 40s and beyond.

We’ll work with you to create a personalized road map that provides direction and flexibility to achieve your individual, long-term goals. Life changes? We can help with those too! Let our Wealth Advisors guide you into retirement by helping you protect what you’ve built.

Asset Management

Establishing a financial plan is integral in preparing for your future. Making sure your plan fits your needs and continues to grow is imperative. That’s where we come in.

First Interstate Wealth Management offers Asset Management services for individuals, foundations or institutions. The Asset Management Team is comprised of highly trained Portfolio Managers and Research Analysts. Our team offers a customized, comprehensive and integrated service of investment management that follows a multi-step approach.

Find a Wealth Advisor

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We provide a full range of investment advisory, portfolio consulting, asset management, and other related financial services for:

  • Trusts
  • Individuals
  • Endowments
  • Foundations
  • Pensions
  • Corporations
  • Municipalities
  • Tribal Organizations

The fundamental investment philosophy of First Interstate Wealth Management is to provide returns that will meet or exceed our clients’ expectations while remaining within their risk tolerance.

We carefully craft investment solutions using a disciplined process that helps ensure you meet your investment goals. This multistep process allows our clients to implement a planned approach to investment success.

portfolios

At First Interstate, we customize portfolios to meet our customers’ needs. We have eight different account objectives, ranging from capital preservation to all equity. These eight account objectives represent strategies designed to meet a range of time horizons and risk tolerance levels. Each strategy is managed to achieve broad capital market diversification.

Eight Account Objectives

Eight Account Objectives

Health Concerns

Life’s a journey and along the way, unexpected challenges may arise. Our Wealth Advisors can help you anticipate and prepare for even the most complicated issues, giving you security and peace of mind.

As the saying goes, life happens. While some things in life are certainly unexpected, there are simple steps you can take to prepare – and we can help. Our Wealth Advisors are more than just financial planners; we’re also your partners, offering personalized solutions for whatever your needs. With First Interstate Wealth Management by your side, planning for your future – whatever it holds – has never been easier.

Find a Wealth Advisor

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Power of Attorney

A Power of Attorney (POA) is a written document authorizing someone you name to make decisions for you in the event you are unable to speak for yourself. At First Interstate, we can assist you in establishing a POA to ensure the nest egg you’ve built is maintained as you wish. In addition, we can serve as a POA and manage the financial assets of an individual who has become incapacitated. We can also act in the interests of minors who may not have family members to handle and oversee their finances.

Wills/Trusts

We offer a full range of trust services designed to help you transition your wealth in the ways you see fit. Our Trust Specialists carefully consider your situation and provide customized solutions. We will also connect you with professionals, such as attorneys and tax advisors, who can guide the process of completing a will, crafting a trust, and identifying beneficiaries.

As local, trusted advisors, we work hard to give you the peace of mind that comes with knowing your wealth legacy will continue in accordance with your wishes.

Long-Term Care

Good health is a gift that, unfortunately, not everyone is blessed with. Health issues can be a costly circumstance that can derail even the best financial plans. Preparing for potential health issues is something our Wealth Advisors can assist with. Whether reviewing insurance policies or establishing savings plans, our Wealth Management team will work with you to plan as much as possible for the unexpected.

Employee Exit Strategies

Whether you are employed by a company or own your own business, to think about entering retirement can be daunting. Let us assist you in the design of a thoughtful succession plan.

Making the decision to enter retirement is a life-changing event. Whether you're individually employed or the owner of a business, we can assist in creating a strategy to ensure you're confident with your decision today and for the future.

Find a Wealth Advisor

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Nearing Retirement

Retirement is quickly approaching – are you really ready for it? Our Wealth Advisors can help ensure that you are by working with you to find the best ways to grow your savings and retirement. From helping you determine how much you need during your retirement to more detailed retirement strategies, let one of our team members assist you with your personal financial goals.

Income Planning

Determining how much you need to have saved is a critical step in preparing for retirement; our Wealth Advisors will walk you through that income-planning process. As part of that process, we will help you evaluate your concentration of stocks and/or ownership and recommend strategies to diversify your portfolio in order to ensure a consistent income stream in retirement.

Business Owner

As a family-run business ourselves, we at First Interstate know how important it is to have a strategic vision. For most business owners, your business is your lifeline and sole income stream. But having a thriving and profitable business is just half the battle; making sure your business is ready for the next era of leadership is also vital. Our Wealth Advisors can help you prepare a smooth exit strategy.

Ready to Get Started? Our team of skilled Wealth Advisors are waiting to assist you.

Retirement Plan Services

As a business owner, we understand your need to provide a successful, comprehensive retirement plan for your employees. We can help.

Delivering a successful retirement program for you—the employer—and your employees is based on our approach to consider your retirement plan individually. Although we oversee many plans, we know that your needs and the needs of your employees may be different than other retirement plans we serve.

Find a Wealth Advisor

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Solutions

First Interstate Retirement Services is committed to delivering high quality, innovative, and competitive services. Our experts live and work in the same communities we serve. All team members are experienced retirement professionals, working together to deliver the key elements of our program. We provide plan solutions and services for:

  • 401(k)
  • 403(b)
  • Profit Sharing
  • Nonqualified Deferred Compensation
  • Simplified Employee Pension (SEP)
  • Money Purchase Pension
  • Defined Benefit
  • Cash Balance

One-Stop Shop

Our comprehensive retirement programs deliver key services to you and your employees by keeping the most important aspects of the plan at the forefront.

  • Investment Oversight
  • Plan Design & Administration
  • Employer Services
  • Erisa Fiduciary/Trustee Services
  • Participant Education & Communication
  • Participant Services

Benefits

Proactive, consultative experience Aligns your plan goals with our capabilities and strengths

Expertise in plan design Manages your fiduciary risk and investment management selection

A caring team of retirement experts Dedication to serving retirement plans like yours

Ongoing educational programs Encourages participation in the plan, retirement readiness, and overall financial health

Investment Services

Investing is an integral part of creating and building wealth. First Interstate Investment Services advisors will help you determine which investment strategies are right for you.

There’s no such thing as “one-size-fits-all” when it comes to planning for the future. You have unique needs, and here at First Interstate Investment Services, we understand that. Our team members provide complimentary consultations and customized investment strategies tailored to your specific needs.

Together with LPL Financial, we can meet all of your investment and financial needs under one roof. You can even transfer money directly between your investment accounts and your First Interstate Bank checking or savings accounts!

First Interstate Investment Services provides access to the products and services of a full-service investment firm with personal attention you can appreciate.

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Stocks/Bonds

Stocks and bonds are the core of securities markets across the world. Stocks can be strong investments to grow portfolios; bonds can be attractive as income-producing investments. Let our experienced team help you find the stocks and bonds that best fit your investment goals.

Mutual Funds

Liquidity and diversification are just two of the advantages of investing in Mutual Funds. Another is simplicity, which often makes Mutual Funds a good option for small investors. Contact one of our experienced professionals to find out if a Mutual Fund is the right investment tool for you.

Investors should carefully consider the investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus will be available at the seminar or obtained from a Registered Representative. Please read the prospectus carefully before investing.

Annuities

Investing in annuities now may help fund your retirement later. For certain investors, annuities can be an exceptional fit, while for others they may not be the best option. We can help you determine if an annuity is suitable for you, and if so, which ones best fit your needs

  • Immediate vs. Deferred Annuities
  • Fixed vs. Variable Annuities
  • With Withdrawal Penalties vs. Without Withdrawal Penalties*

Variable Annuities are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus will be available at the seminar or obtained from a Registered Representative. Please read the prospectus carefully before investing.

*Penalties may apply for early withdrawal. 10% IRS penalty may also apply to withdrawal prior to age 59-1/2.

Ready to Get Started? We realize wealth management decisions don’t come naturally to everyone. That’s why we have a team of skilled Wealth Advisors prepared to assist you.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. First Interstate Bank and First Interstate Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Montana, Wyoming, and South Dakota.

Securities and insurance products are:

Not FDIC insured  Not guaranteed by First Interstate Bank  May lose value 
Not guaranteed by First Interstate Bank  Not insured by any federal government agency.