Products & Services*

As an independent financial institution, we're not bound to in-house products, families of funds or a single investment approach.

This allows us to create an innovative, personalized plan for each client — a plan that addresses your specific needs and goals without bias or limitations.

Business Products & Services

Retirement Plans*

  • 401k/Profit Sharing
  • 403 (b) Plan
  • Simple/SEP IRAs
  • Deferred Compensation Plans
  • Cash Balance Plans

Retirement Plan Services*

  • Fiduciary Risk Management Analysis
  • Independent Investment Due Diligence
  • Group and Individual Enrollment Meetings
  • “Lunch & Learn” Employee Seminars
  • Vendor Searches & RFPs

Group Benefits

  • Health Insurance
  • Group LTD/STD
  • Group Life Insurance
  • Long Term Care
  • Voluntary Benefits

Mutual Funds*

  • Bond Funds
  • Equity Funds
  • Target Date Funds
  • Lifestyle Funds
  • Exchange Traded Funds (ETFs)
  • Sector Funds

Investment Products & Services

Income Investments*

  • Money Market accounts
  • Certificates of Deposit
  • Bonds
  • Real Estate Investment Trusts
  • Mutual Funds / Unit Investment Trusts(UITs)
  • Annuities

Managed Accounts*

  • Mutual Fund / Stock Wrap Programs
  • Tax Managed Accounts
  • Laddered CD & Bond Strategies

Retirement / Education Accounts*

  • IRAs — Roth, & Traditional
  • Section 529 College Education Plans
  • UGMA / UTMA Accounts
  • Educational IRA

Fee Based Planning Programs*

  • Comprehensive Planning
  • Modular Planning

Risk Management

Life Protection

  • Level Term
  • Whole Life
  • Variable Universal Life*
  • Indexed Universal Life

Income Protection

  • Individual Disability Income
  • Disability Buyout Program

Long Term Care Protection

  • Individual Extended Care Coverage
  • Executive Carve-Out Plans

Annuities

  • Fixed Annuities
  • Index Annuities
  • Variable Annuities*
  • Group Annuities
  • Qualified Retirement Plans

Registered Representative and Investment Adviser Representative of and securities offered through Signator Investors, Inc. Member FINRA, SIPC and an SEC Registered Investment Adviser. First American Private Wealth Management and Signator Investors, Inc are not affiliated.

Investment and insurance products are not insured by the FDIC or any other regulatory agency, are not deposits of First American Bank and are not obligations of, or guaranteed by First American Bank. Investment and insurance products are subject to investment risk including possible loss of the principal amount invested.