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Bremer Wealth Management

A dedicated team to meet your goals

For more than 40 years, Bremer has provided individuals, families and organizations with Wealth Management and Personal Trust services. Building on our legacy of responsible decision making, personal service and commitment to client needs, we offer a complete array of financial and estate planning, investment management, trust, private banking, farm management and insurance services.

Enhancing, managing, preserving and passing on your wealth are some of the most important things you’ll ever do. That’s why it’s critical you have a plan that reflects your goals and values in every way.

Bremer provides high caliber, client-focused, comprehensive wealth management services. Our experienced relationship managers help clients with their day-to-day finances and the development of a plan to achieve future goals.

We offer the variety of products and services necessary to meet the sometimes complex needs of our clients. Yet we’re flexible and provide customized solutions specific to your objectives. Our highly individualized, consultative approach is at the heart of our wealth planning process and puts the focus on understanding your unique situation, identifying your objectives and creating a plan to make those goals a reality.

As a Wealth Management client, you’ll work with a dedicated team of experienced financial professionals. They are experts in their fields, including investment management, trust administration, financial planning and private banking. By integrating advice from multiple disciplines we take a holistic approach to helping you identify and meet your goals.

Together, your team will analyze your goals, understand your needs and create strategies to meet them. Your relationship manager oversees the process and will proactively monitor your plan and make recommendations for changes when needed. You’ll meet with your relationship manager or the whole team to review progress toward your objectives and the team will introduce additional strategies to further your goals.

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Desired Services
Wealth, Retirement and Estate Planning
Asset Management
Municipal Finance Strategy
Nonprofit or Foundation Planning
Personal Trust
Private Banking
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Trust products and services are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.