Prairie Trust & Wealth Management

Closed
Call
Website
1227 Corporate Center Dr Ste 102
Oconomowoc, WI 53066
+1 (262) 522-7400
http://www.waukeshabank.com

Prairie Trust, based in Oconomowoc, WI, offers a range of services focusing on trust administration, estate settlement, and special needs trusts. Its dedicated team is committed to providing responsive, active, and accessible support to clients.

With practical insights and industry news available through articles, expert tips, and a monthly eNewsletter, Prairie Trust aims to empower individuals serving as trustees or those seeking to deepen their financial knowledge.

Through its Continuing Education Luncheon Series, Prairie Trust provides an opportunity for clients to engage and learn about managing their trust, fiduciary, and custody assets effectively and understanding the differences between account types.

Generated from the website content

Also at this address

Own this business?
See a problem?

You might also like

Automobile and consumer finance companies

BMO

BMO Harris Bank provides a broad range of personal banking products and solutions. Come to us for everyday banking, financing, investing, as well as a full suite of integrated commercial and financial advisory services.
Automobile and consumer finance companies

First Citizens Investment Services

First Citizens Investment Services, located in Whitewater, WI, offers a range of financial products and services including personal and business checking accounts, savings options, and lending solutions. Additionally, the company provides investment and trust services, catering to the financial needs of individuals and businesses alike. With a focus on security and modern banking solutions, First Citizens Investment Services also emphasizes online tools for convenient banking experiences, such as mobile banking, e-statements, and educational resources. The institution is committed to building lasting relationships within the community while supporting clients on their financial journeys. Generated from the website
J.P. Morgan Private Bank
Security brokers and dealers

J.P. Morgan Private Bank

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.
United States›Wisconsin›Oconomowoc›Prairie Trust & Wealth Management

Partial Data by Infogroup (c) 2025. All rights reserved.