Wealth Management
Our financial advisors work with you to preserve, protect, and grow your wealth. Build your financial future with wealth management services at FirstBank Southwest.
Trust Services
FirstBank Southwest can act as your trustee or agent, holding title to designated assets and managing them for the benefit of you or your beneficiaries. Our trust services make sure your assets are professionally managed and meet your estate planning needs.
We help you determine your financial objectives and estate-planning needs, while taking into consideration the types of assets involved and tax implications. Our team manages a variety of assets including securities, real estate, farm and ranch properties, oil and gas interests, and wind energy interests.
Our services include:
- Personal Trusts (revocable and irrevocable)
- Estate/Probate Administration
- Charitable Foundations and Endowments
- Court Appointed Trusts
- Oil and Gas Management
- Farm, Ranch and Real Property Management
- Wind Energy Interests
- Guardianships
FirstBank Southwest is available to serve you with an experienced staff that offers personal attention to your needs.
Call us at 806.322.7241 to learn more.
Trust Services and Wealth Management Investments are not FDIC insured, are not a deposit or obligation of FirstBank Southwest, are not guaranteed by the depository institution and may lose value.
Wealth Management Team
Bobby Martinez
Director of Wealth Management & Trust
Senior Vice President
806-322-7240
[email protected]
