Promotion Background

You Can Do More

Get answers, make financial plans, and see how change affects your bottom-line. Explore free online financial wellness!

Let's Go

Log In To Your Account

Download Our App


  • Personal
    Personal iOS
  • Business
    Business iOS


  • Personal
    Personal Android
  • Business
    Business Android
close icon

Financial planning

Financial Planning

Partner For Success.

Live the life you've earned.

Planning is the key to a financially secure future. You can create the future you’ve always dreamed of with the right financial plan. A comprehensive financial plan will help you to develop realistic investment goals, effectively monitor your asset allocations, and successfully manage any debts you may have. With our help, you’ll put the plans in place for a bright future that allows you to live the life you’ve earned.

Wealth Management

From customized cash management to specialty services, we’ll explore, identify, monitor, and adjust your financial plan to develop a wealth management strategy that suits you perfectly.


Working with you as your trusted fiduciary advisor, we’ll create a diverse, personalized, long-term investment strategy and portfolio that suit your needs and preferences as you continue to build and preserve your wealth.

Trust & Estate

With flexible engagement and planning options, we’ll plan with your legacy in mind. Developing a comprehensive trust and estate plan that distributes your assets according to your wishes, we’ll take care of all the finer details to give you peace of mind that your loved ones are in the very best hands.



American Bank & Trust

Need Wealth Management services for you or your company?


American Bank & Trust

Our people are the difference.

Meet our Team


Looking for Wealth Management services for your company?

We can help