Wealth Management Solutions

As your personal wealth grows, your Bremer wealth advisor will help manage all of the complex pieces, protect your investments over the long term and make plans to pass on your wealth.

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Wealth Planning

Grow, protect and transfer your wealth with the help of our dedicated wealth advisors so that you can plan for a long, happy life lived on your terms.

Create a plan

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Personal Trusts

Put your legacy in good hands by establishing a trust to help manage your assets, shield them from unnecessary taxes and prepare them for your loved ones when the time comes.

Set up a trust

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Portfolio Management

Discover new ways to build your portfolio and expand your assets with expert investment guidance from your wealth advisor.

Explore your options

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Private Banking

Take advantage of exclusive banking services designed for high-net-worth individuals.

Access premium banking

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Digital Wealth Solutions

Manage and maintain your assets whether you're at home or on the road with Bremer WealthLink and Raymond James Client Access.

Simplify your banking