We are here to help you with the important job of planning and providing for the future.
With our experience and expertise, we can help you provide for retirement income, save for your child's college education, establish a specific income level now or in the future, and plan for the efficient handling of your estate upon your death. We'll work with you on such things as estate planning, establishing trusts, managing your investments, retirement planning, and other areas.
To determine your needs, we usually begin with an informal meeting at no cost or obligation. If you would like to make an appointment to meet with a trust officer, or get further information on any of our services, please call us at (231) 947-5530 or toll-free (800) 320-5530. You can also email trust@nwbank.com and we will get information to you as soon as possible.
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Investment & Trust Services Northwestern Investment & Trust provides professional investment management and trust services. |
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Philosophies & Strategies Our overriding investment philosophy is to match the appropriate assets with each client’s risk and return preferences. |
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Estate Planning Many people put off estate planning until some motivating factor demands that they put their affairs in order. |
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Selecting an Investment Manager In your search for an investment manager or successor trustee, there is much to consider. |