Private Client Services

 

WNB Private Client Services, LLP
508 W.  Wall St. Suite 1100
Midland, Texas 79701
Phone: (432) 617-1394
Fax:  (432) 570-8117

www.wnbpcs.com/

 
 


Build. Manage. Preserve.                    
           
The future begins with an idea, a desire, a dream that you want to achieve. At WNB Private Client Services, we understand how the uncertainties of today often get in the way of planning for your future—and that’s why we’re here.

Our goal is to take the confusion out of investing, managing risk, preserving your wealth, and preparing for retirement. Our experienced and independent view is uniquely objective, long-term and diversified.  And the ultimate goal? Helping you build a secure financial foundation for yourself and your loved ones that will withstand the test of time.
 

 

For Your Investments 
  • Asset allocation
  • Account consolidation and reporting
 

Financial Planning
  • Uncovering strategies that may save thousands
        over your lifetime
 
For Your Estate
  • Life insurance audit – an objective study of
        your current insurance policies
  • Estate planning

Protecting Your Family
  • Insurance needs and review
  • Objective life insurance planning
  • High-limit disability income insurance
  • Long-term care insurance

    College Funding
  • Strategies for your future needs for children or
        grandchildren
 
For your retirement
  • IRA and IRA rollover
  • Annuities
  • Retirement plan consultation and design
  • 401(k) and profit sharing plans
  • Self-employed retirement plans

Fee-based investment management
 

 

The products offered (1) are not FDIC insured, (2) are not deposits or other obligations of the bank or guaranteed by the bank, and (3) involve investment risks, including possible loss of pricipal amount invested. 

 

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