Wealth & Trust
Keep your legacy safe and trust us with your most valuable asset — your family’s future.
There’s a lot that goes into managing wealth. Rocky Mountain Bank prides itself on having a team you can count on, which is paramount when you’re planning your family’s future with a trust. We can help assemble you a team of experts (or work with yours) to create a safe, bulletproof trust agreement that will ensure your family is covered — as well as the nitty gritty details.
Besides the views, outdoor lifestyle, and clean, crisp air, there are a lot of financial advantages to living and banking in Wyoming. On the forefront of situs planning, Wyoming flaunts low taxes, favorable laws, a quick court system, and reliable administration. These all team up to bring you one of the best places to plan a trust or situs in the nation.
Rocky Mountain Bank has selected the Family Management Corporation to provide wealth management solutions for our customers. FMC, a registered investment Advisor, manages over $2.4 billion for high net worth families and their related entities. We encourage you to reach out to FMC to learn more about a personalized plan for you and your family.