Welcome to BNC National Bank’s Wealth Management Group. Our goal is to serve clients with a comprehensive array of wealth management services.
Our team of professionals will guide individual and business clients through the maze of decisions required to maintain the peace of mind and knowledge that your individual and business financial houses are in order. At BNC National Bank, We Know WealthSM.
Our Wealth Management Team serves:
Individuals - We offer a variety of services to help individuals accumulate, preserve and distribute their wealth. We collaboratively oversee all elements of our clients’ financial situation and provide ongoing guidance and counsel in the areas of Investment Management, Financial & Estate Planning and Fiduciary Services.
Businesses – Our business clients rely on BNC to provide guidance and direction in the area of retirement planning including serving as Trustee for your retirement plans, including 401(k) and Defined Benefit plans. We also provide tax planning and preparation, accounting and payroll and business planning services.
including 401(k) and Defined Benefit plans.