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- Private Wealth
- Investments
- Retirement Plan Services
- Resources
At First National Wealth Management, we help individuals, families, business owners, and nonprofit organizations build, manage, protect and transition wealth. We are committed to bringing you expertise attained through experience, higher education, advanced training, and a commitment to ongoing professional development.
Need advice or want to start your plan? Contact one of our Trust Officers by calling 479-788-4600 or emailing us at privatewealthinfo@fnbfs.com.
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Whether you need risk management, comprehensive professional asset management, or a traditional full-service brokerage relationship, we can tailor a customized solution that reflects your goals, risk level, and timeline. We stand ready to assist you in navigating your unique financial road map and helping you have peace of mind that you have protected your family’s assets and financial future.
Contact an Investment or Insurance Executive at 479-788-4206 or email us at brandi.vick@ceterais.com.
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There is no one-size-fits-all when it comes to company-sponsored retirement plans. See what options work for your business.
Contact us today at 479-788-4600 or email us at privatewealthinfo@fnbfs.com.
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At First National Wealth Management, we believe that knowledge is wealth, so here are a few resources that can be helpful when planning for your financial future, staying up-to-date on current economic and market data, and estimating security benefits!
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Wealth Planning
Financially plan for the things that matter most to you!
Investment and Asset Management
Invest, protect, manage, and build your assets today!
Trust and Estate Management
Plan for your future, protect your assets, and maximize beneficiaries’ value!
Retirement
Explore what retirement option works best for you!
Investing
Invest in your future today!
Planning
Plan for whatever the future may hold, from investments to retirement.
Life
Plan for the unexpected today!
Annuity
Explore annuity options today!
Long-term Care
Learn more about Insurance for ongoing care.
Investments are:
- Not FDIC/NCUSIF insured.
- May lose value.
- Not financial institution guaranteed.
- Not a deposit.
- Not insured by any federal government agency.
SECURITIES AND INSURANCE PRODUCTS ARE OFFERED THROUGH CETERA INVESTMENT SERVICES LLC (DOING INSURANCE BUSINESS IN CA AS CFG STC INSURANCE AGENCY LLC), MEMBER FINRA/SIPC. ADVISORY SERVICES ARE OFFERED THROUGH CETERA INVESTMENT ADVISERS LLC. NEITHER FIRM IS AFFILIATED WITH THE FINANCIAL INSTITUTION WHERE INVESTMENT SERVICES ARE OFFERED. INDIVIDUALS AFFILIATED WITH CETERA FIRMS ARE EITHER REGISTERED REPRESENTATIVES WHO OFFER ONLY BROKERAGE SERVICES AND RECEIVE TRANSACTION-BASED COMPENSATION (COMMISSIONS), INVESTMENT ADVISER REPRESENTATIVES WHO OFFER ONLY INVESTMENT ADVISORY SERVICES AND RECEIVE FEES BASED ON ASSETS, OR BOTH REGISTERED REPRESENTATIVES AND INVESTMENT ADVISER REPRESENTATIVES, WHO CAN OFFER BOTH TYPES OF SERVICES. INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. CLICK HERE TO VIEW CETERA INVESTMENT SERVICES PRIVACY POLICY, OTHER IMPORTANT INFORMATION AND BUSINESS CONTINUITY PLAN. THIS SITE IS PUBLISHED FOR RESIDENTS OF THE UNITED STATES ONLY. REGISTERED REPRESENTATIVES OF CETERA INVESTMENT SERVICES LLC MAY ONLY CONDUCT BUSINESS WITH RESIDENTS OF THE STATES AND/OR JURISDICTIONS IN WHICH THEY ARE PROPERLY REGISTERED. NOT ALL OF THE PRODUCTS AND SERVICES REFERENCED ON THIS SITE MAY BE AVAILABLE IN EVERY STATE AND THROUGH EVERY ADVISOR LISTED. FOR ADDITIONAL INFORMATION PLEASE CONTACT THE ADVISOR(S) LISTED ON THE SITE, VISIT THE CETERA INVESTMENT SERVICES LLC SITE AT WWW.CETERAINVESTMENTSERVICES.COM INVESTMENTS AND INSURANCE PRODUCTS: NOT INSURED BY FDIC OR ANY FEDERAL GOVERNMENT AGENCY, MAY LOSE VALUE, NOT A DEPOSIT OF OR GUARANTEED BY A BANK OR ANY BANK AFFILIATE.
Retirement Plan Consultation Services
Let’s work together to design a plan that fits best for you!
Retirement Plan Administrative Services
Let us serve as your experienced advisor!
Retirement Plan Recordkeeping Services
Maintain employee accounts and receive individualized services!
Retirement Plan Investment Advisory Services
Let us monitor, review, and manage your investments!
Enhanced Health Savings Account
Build a nest egg for future medical expenses with an Enhanced Health Savings Account!
Future Capital
Your retirement matters. Use this tool to take a look at where you’re headed.
Online Benefits Calculator
Estimate your Social Security benefit!
Bloomberg Economic & Market Data
View the latest market updates and more from Bloomberg.
Internal Revenue Code
Stay up to date on the latest tax guidance, regulations, and codes from the IRS.
Investor Tools & Calculators
Make the best financial decision for your or your business by using investor calculators and tools!