Skip to main content

YOUR FUTURE STARTS TODAY

Financial Planning from Simmons Wealth Management

Download our monthly Investment Performance Fact Sheet.2

Simmons Wealth Management provides personalized financial services to protect our clients’ assets and provide a more secure financial future. As part of our services, we’ll meet with you to review documents, financial and estate planning recommendations, and trust, estate and retirement administration. We’ll assist with investment management, preparation and delivery of account reports and tax ledgers. We’ll also provide you and your family or employees with an open line of communication. 

Simmons Bank Wealth Management

PORTFOLIO AND INVESTMENT MANAGEMENT

  • Trustee for revocable and irrevocable trust accounts
  • Investment management: customized portfolios for individuals, foundations and endowments
  • IRA rollovers or transfers
  • Custodian of assets
  • Escrow agent
  • Successor trustee
  • Executor for probate estates
  • Guardian of estates
  • Trustee and/or investment agent for retirement plans
  • Consulting services for document review, and recommendations for financial and estate planning
  • Family-office services, including select due diligence assistance, bill paying and engagement of additional service providers

ARE YOU READY TO START BUILDING YOUR LEGACY?

Talk to one of our Wealth Management professionals to learn more about how you can start planning with:

Trust Management

Investment Services

Personal & Business Insurance

2Certain forms and publications on this site are provided as Adobe Acrobat PDF files, allowing you to see the form or publication in their original formats, including graphics. To view and print these files, you need to have Adobe Acrobat Reader software installed on your computer.

You can download this free software from the Adobe website.
Investment and Insurance Products Are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value