Total Wealth Management Partnership
At mBank, we provide you and your family with the best banking services possible. We want our relationship to extend beyond a traditional banking environment by providing services that focus on your total financial picture.
mBank has partnered with a group of seasoned wealth management professionals to provide third party wealth management services that are specialized to meet your needs both now and in the future. These professionals are strict fiduciaries, providing advice and counsel that place your needs first and foremost.
Wealth Management Services are Provided by Mommaerts Mahaney Financial Services (MMFS), and Old Mission Investment and Trust and Include:
- Investment Management
- Retirement and Financial Planning
- Business Retirement Plans
- Trust Administration
For more information and details on services offered, please visit:
To schedule a complimentary, no-obligation appointment, call 888.343.8147 and we will connect you with our trusted partners.
Advisory services are offered through registered investment advisors, Mommaerts Mahaney Financial Services, and Old Mission Investment and Trust. Mommaerts Mahaney Financial Services, Inc. provides advisory services through ERTS Wealth Advisors, LLC, a registered investment advisor. ERTS Wealth Advisors, LLC and Old Mission Investment and Trust are SEC registered investment advisors. Trust services are provided by Old Mission Investment and Trust a state-chartered independent trust company and affiliate of Old Mission Investment and Trust. SEC Form ADV part II is available by contacting either Mommaerts Mahaney Financial Services or Old Mission Investment and Trust directly.
The information contained on this webpage is a general communication being provided for informational purposes only. It is informational in nature and not designed to be as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction. Investment advisory and trust services involve varying degrees of risk; THEY ARE NOT A DEPOSIT, NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY, ARE NOT GUARANTEED BY mBank, AND MAY GO DOWN IN VALUE.
mBank is independent of OMI and MMFS.