Wealth Management

Give your future the attention it deserves.

Your vision of the future gives us all the direction we need to develop an investment portfolio tailored to your specific objectives. Once we have the right path for you, together, we can monitor and update your plan as often as needed to ensure your goals are met.

Investment Management

Our trusted advisers can help you strike the right balance between the application of resources and the management of risk. Working in whatever capacity you choose - from low involvement to managing your portfolio on your behalf - we can provide you all the information and expertise you need to make sound investment decisions to reach your ultimate financial goals. 


Access my Wealth Management Accounts

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Products and services offered through American Trust Center are: * Not a deposit * Not FIDC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested. 

Blaine Stockert, Tasha Gartner, Melinda Kempel, and Cole Lauinger, Registered Representatives who offer securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. American Trust Center and American Bank Center are not affiliated with APFS and APA. The financial institution (American Bank Center) and the Broker Dealer (APFS) provide separate and distinct products and services. Securities offered by APFS are not FDIC insured. APFS securities products are subject to investment risk and possible loss of principal invested.

Check the background of these investment professionals on FINRA’s BrokerCheck

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