Arrow DownIcon of an arrow pointing downwardsArrow LeftIcon of an arrow pointing to the leftArrow RightIcon of an arrow pointing to the rightArrow UpIcon of an arrow pointing upwardsBank IconIcon of a bank buildingCheck IconIcon of a bank checkCheckmark IconIcon of a checkmarkCredit-Card IconIcon of a credit-cardFunds IconIcon of hands holding a bag of moneyAlert IconIcon of an exclaimation markIdea IconIcon of a bright light bulbKey IconIcon of a keyLock IconIcon of a padlockMail IconIcon of an envelopeMobile Banking IconIcon of a mobile phone with a dollar sign in a speech bubbleMoney in Home IconIcon of a dollar sign inside of a housePhone IconIcon of a phone handsetPlanning IconIcon of a compassReload IconIcon of two arrows pointing head to tail in a circleSearch IconIcon of a magnifying glassFacebook IconIcon of the Facebook logoLinkedIn IconIcon of the LinkedIn LogoXX Symbol, typically used to close a menu
A businessman is working on a tablet while reviewing stocks and his investment management plan
INVESTMENT MANAGEMENT1

Balance your goals for growth with your tolerance for risk.

Get Started
Woman holding a meeting in a conference room
FIDUCIARY SERVICES1

We can help grow and preserve your wealth, while managing the day-to-day details.

Learn More
A woman professional financial planning with her clients
FINANCIAL PLANNING1

Professional guidance for achieving your Wealth goals.

Start Planning Today
A happy older couple embrace and are confident with their retirement plan
Qualified Retirement Plans1

We provide Qualified Retirement Plans for business.

Get Started
A woman sharing information regarding real estate
REAL ESTATE SERVICES

Get additional information on our Real Estate capabilities.

Learn More
Older couple reviewing their financial caregiver options
FINANCIAL CAREGIVER SOLUTIONS

Be prepared if you need to help manage the finances of a loved one.

We Can Help
Two people shaking hands
DONOR ADVISED FUNDS

Setting up a Donor Advised Funds account to make charitable gifts over a long period of time is easy. Our Financial Consultants can walk you through the process.

Learn More
SCHOLARSHIP APPLICATIONS

We are proud to offer access to a variety of scholarships and college financial planning options.

Get Details

Wealth Management and Fiduciary Services

Our private client Wealth Management services1 include Investment Management, Fiduciary and Executor Services, Retirement Planning, and Financial Planning Services. With New National Wealth Management serving as your primary financial advisor, you will gain a truly objective financial advocate. Our areas of expertise include:

Investment Management Services

  • Equity Strategy
  • Globally Enhanced Management Strategy (“GEMS”)
  • Portfolio Management
  • Market Outlook

Fiduciary Services

  • Trust Administration
  • Estate Settlement
  • Guardianship Services
  • Directed Trustee

Financial Planning

  • Income Planning
  • Estate Planning

Retirement Planning

  • Individual Retirement Accounts (“IRAs”)
  • 401(k)

Real Estate Services

  • 1031 Exchange
  • Land Trust (Illinois)
  • Farm Management

Financial Caregiver Solutions

  • Avoiding Unintended Outcomes
  • Understanding the Legal Documents
  • Find the Solutions

Donor Advised Funds

Scholarship Applications

    Products & Services at a Glance

    Icon illustration with a plan for Investment Management

    Investment Management

    Fiduciary Services Icon

    Fiduciary Services

    Icon illustration for Financial Planning

    Financial Planning

    Icon illustration of a nest egg for Retirement Planning

    Retirement Planning

    Icon illustration of a building for Real Estate Services

    Real Estate Services

    Icon illustration of two hands wrapped around a heart for Caregiver Solutions

    Financial Caregiver Solutions

    Icon illustration of Donor Advised Funds

    Donor Advised Funds

    Icon illustration of a graduation cap for Scholarship Applications

    Scholarship Applications

    OBJECTIVE FINANCIAL ADVISORS

    New National provides the investment, legal, tax and wealth management professionals you need to achieve your objectives. Meet a Wealth Management Advisor near you today.1

    Find an Advisor

    PRIVATE BANKING

    Individualized service for successful entrepreneurs and business owners; legal professionals; corporate executives; private investors; and individuals with inherited or retirement wealth.2

    Learn More

    Momentum for Your Wealth Management Strategy1

    The New National approach incorporates 4 steps:

    1. Determine and Review Your Financial Needs: We listen to your goals and analyze your financial situation.
    2. Provide Solutions: We provide clear options which cover your objectives.
    3. Implement and Evaluate: We work with you to put your plan into action.
    4. Review Results and Communicate: We make certain you are on track to achieve your objectives.

    Keep up to date with our latest Wealth Management articles and research.

    We Have Ideas

    Connect With Us

    Icon illustration to email Customer Care now

    Email Customer Care

    Icon illustration to find a New National Bank location or ATM

    Find your nearest bank or Wealth Management Officer

    Icon Illustration to call the New National Bank customer care center

    800-369-4065

    1 Wealth Management services are offered through New National Bank. Most Wealth Management products are not FDIC insured. New National Bank and its representatives do not provide legal or tax advice. Please consult an independent tax advisor or attorney for more complete information.

    2 A Private Bank client is a Commercial client with business assets of £1 million or greater or an individual client with at least £250,000 combined qualifying deposit, investment and loan products with the Bank or a client that otherwise meets Private client criteria. See a Private Client Banker for details.