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Personal Wealth Management

 

At Brotherhood Bank, we understand banking is a relationship business, a relationship built on trust. Here, you will work with friendly, experienced professionals who will guide you through the steps of investment strategy and be with you through its ongoing execution and administration. We offer a full range of wealth management services and can help you select the right ones for your financial goals.

 

  • personal trust services

    Personal Trust Services

    Brotherhood Bank can work with you, your tax advisors and estate lawyers to establish the type of trust that best meets your needs.

    • Living Trusts
    • Testamentary Trusts
    • Charitable Trusts

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  • personal wealth conservatorships

    Conservatorships

    Brotherhood Bank can act as conservator, providing a friendly, personal element to professional investment management and administrative services.

    • Prepare detailed statements
    • Protect and safeguard securities
    • Collect and distribute investment income as authorized

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  • estate settlement

    Estate Settlement

    We can serve as the executor of your estate and settle your affairs as directed by your will.

    • Handle all administrative duties related to the estate
    • Secure personal property and prepare a detailed inventory of assets
    • Manage assets, pay claims against estate and distribute assets to heirs

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  • personal wealth ira

    Individual Retirement Accounts

    We offer several types of tax-deferred retirement accounts to meet your long-term savings goals. We offer several types of IRAs and employee benefit accounts:

    • Traditional IRAs
    • Roth IRAs
    • Transfers and Rollover IRAs
    • Simplified Employee Pension (SEP)
    • Pensions and 401(k) plans

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  • personal wealth custodial accounts

    Custodial Accounts

    Brotherhood Bank offers custodial account services with many convenient benefits.

    • Safeguards your securities
    • Maintain detailed, up-to-date records
    • Purchase and sell securities according to your wishes

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  • personal wealth investments

    Investments

    We can help you create a customized investment portfolio based on your unique needs, risk tolerance and long-term objectives.

    • Disciplined approach
    • Tax-advantaged investment options
    • Solid risk management methods

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