Leave it to the Professionals
Everyone’s financial situation and goals are different, so we partner with Legacy Private Trust and Spectrum Investment Advisors to extend to you a variety of wealth services.
Legacy Private Trust
Port Washington State Bank is a proud partner of Legacy Private Trust in Neenah, Wisconsin, which provides the highest level of professional investment management, fiduciary, advisory, personal financial planning and tax services.*
A wide range of financial and wealth management services are also delivered in a responsive and completely objective manner, in return, creating superior value for the customer. To learn more, please contact Legacy at 920-967-5020.
Spectrum Investment Advisors
Located in Mequon, Wisconsin, Spectrum Investment Advisors, Inc. is a Registered Investment Adviser with the SEC, offering comprehensive wealth management services.*
Spectrum is passionate about helping clients achieve peace of mind with investments, retirement savings and retirement income strategies. As a discretionary advisor and fiduciary, Spectrum puts the client’s interests first. The patented Spectrum Investor® Communication Process makes their investment philosophy easy for investors to understand, regardless of experience level. To learn more, call 262-238-4010.