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At MNB Wealth Management, we recognize that “wealth” is a relative term when it comes to your finances. Regardless of the size of your net worth, you’ll receive our full commitment to help you better manage your financial needs today, and plan for the future you want.

Investment Management

Using our tailored investment process, we craft managed portfolios to reflect the unique needs of each client. We then monitor these portfolios to assure strict adherence to the core strategy of each account, and our investment committee meets monthly to insure that goals and objectives are being met.

Our unique blend of growth, value and technical research allows us to identify optimal investments for our clients. We are not driven solely by factors such as market timing or indexing, but rather by a commitment to long-term investing.

We purchase quality companies that possess a consistent record of increasing earnings and dividends. Most companies on our master list are dominant in their respective markets.

We are not bound to any specific research services and do not profit for purchasing services or directing business to any financial institution.

Trust Services

At MNB Wealth Management, we help our clients plan for changing needs, maximize what they want to leave to heirs or causes, and minimize the impact of taxes.

We can work with a client’s attorney, accountant, and other advisors to coordinate the services they need, including management of trust assets, administering the affairs of your trust, preparation of court accountings, administering charitable gifts, inheritances or other distributions of income and principal, and assisting family members with handling of the estate settlement.

Planning

With more than 100 years of industry experience, we have the expertise to help you plan for the road ahead:

Retirement planning

There is no better time than now to start working on your retirement. Whether it’s advising you about a Traditional IRA, Roth IRA, IRA Rollover, or 401k, we can help ensure that your future is secure.

Estate Planning

We can counsel you on all aspects of estate management, from basic will preparation and the establishment of trusts to performing a full range of executor services. We will also periodically assess your situation to reflect changes in tax laws.

Investment Planning

As your advisors, we can assist in the placement of funds into the proper investment vehicles, based on future goals, time horizon, and priorities. We also take into account the safety of the investments as well as liquidity and level of return.

Educational Planning

With the skyrocketing costs of education, there has never been a greater need to plan ahead. We offer access to a variety of ways to fund your child’s college education, including federally tax advantaged 529 plans and other investments. By learning more about your goals and needs, we can help you decide what is best for you and your family.

Investment and Insurance products are not products of the Bank, are not FDIC insured and may lose value

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