Wealth & Investment Management
Personalized services to meet your unique needs
- Cash flow forecasting
- College planning
- Estate Planning and Administration
- Charitable Giving
- Risk Management
- Business Succession Strategies
Discretionary – In our bank directed plan, we make investment decisions based on your goals and suitability.
Non-discretionary – With our client-directed option, you’re in control to decide when and how to invest
Financial & Retirement Planning
Peace of mind for the next chapter
We take a personalized approach to helping you meet your short- or long-term financial goals. Whether you need help creating a retirement plan or planning for your family’s future, your customized strategy is consistently monitored and curated through in-depth engagement and regular one-on-one meetings with our experts.
Trust & Fiduciary Services
Alaska’s trust laws offer unique benefits
Since 1947, First National has provided fiduciary services to Alaskans. In 1997, the Alaska Trust Act established the trust situs with some of the most favorable trust administration provisions within the United States. As our client you’ll receive an integrated trustee and investment management solution—helping you to realize your legacy plans while benefitting present and future generations.
Estate Administration & Personal Representative Solutions
Choosing the right executor to ensure your final wishes are fulfilled efficiency and fairly is a crucial step in estate planning.
Our team is available to administer your estate by serving as corporate executor or personal representative. We will ensure your financial affairs, property and assets are distributed per your wishes after your pass.
Will & Trust Safekeeping
Gain peace of mind knowing your estate plans are safe, secure and easily accessible to your loved ones when the time comes.
First National will store and protect your important document, ensuring they are free of damage when they are needed most.
Connect with Us
Let’s discuss how our comprehensive suite of wealth management and trust services can help you shape your financial future.
Investment products are not insured by the FDIC; are not deposits; and may lose value.