A Secure Future Begins with Smart Planning
Identifying the best strategies to preserve, protect and build your wealth is a smart move. We can help.
First National Rio Grande offers comprehensive Wealth Management services through our affiliate, First National Santa Fe--a community bank that has been successfully serving the individuals, families and businesses of New Mexico since 1870.
First National Santa Fe's Wealth Management professionals provide expert guidance and exceptional service to clients with complex needs such as estate planning, portfolio management, or business advisement.
A dedicated account executive will collaborate with you to create a personalized financial plan, and will also oversee your financial activity to ensure the successful achievement of your goals.
Please contact Michelle Coons, President of the Albuquerque and Santa Fe markets, at 505-200-2104 to be introduced to one of our Wealth Management professionals. Or, click on the links below to find out more about our comprehensive Wealth Management services:
Investment products are: Not FDIC Insured; Not Guaranteed by the Bank; Not a Deposit; Not Insured by Any Government Agency; and May Lose Value.