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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Helping You

manage the changing face of life

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First National Wealth Management

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide objective opinions that are designed with a goal to achieve long term investment results.

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Contact our department at: 877-879-7780 or use the Quick Message Webform

Our Services

 

Financial Planning

The pace and complexity of managing modern finances may leave some people unprepared to achieve a successful financial future. If you’re feeling less than confident about your future, having a well-prepared financial plan can help put you in control.

 

 

Retirement Planning

Everyone has questions when it comes to retirement. Will I have enough? How much do I need? What are my Social Security options? First National Wealth Management is here to answer your questions.

 

 

College Planning

It’s never too soon to start planning for a child’s college education. Although the obstacles may seem high a college education for your child or grandchild is still attainable.

 

 

Insurance and Long Term Care Planning

As much as we try to prepare for them, events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship.

 

 

Asset Allocation

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and time horizon.

 

 

Estate Planning

Estate planning is the process of planning the accumulation, conservation, and distribution of an estate in a manner that efficiently and effectively accomplishes your personal tax and nontax objectives

 

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Latest Blog Posts

Should You Retire at the Same Time As Your Spouse?

Submitted by First National Wealth Management on April 1st, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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Why Should I Think About Retirement Planning?

Submitted by First National Wealth Management on September 23rd, 2019

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

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Saving Versus Paying Off Debt

Submitted by First National Wealth Management on August 13th, 2018

The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial planners and the responses will be split, roughly down the middle. While there might be as many advocates for savings as there would be for paying down debt, the broad consensus will likely be that it really depends on the situation.

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233 South Stephenson Ave. 
Iron Mountain, MI 49801

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3805 10th Street
Menominee, MI 49858

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3165 Wright St. Suite 104
Marquette, MI 49855

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901 Riverside Plaza
Iron River, MI 49935

 

  Tel: (906) 776-2953

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank & Trust and First National Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First National Wealth Management, and may also be employees of First National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank & Trust or First National Wealth Management. Securities and insurance offered through LPL or its affiliates are:  

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