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At Baylake Bank, we work with our
clients to prepare, implement, and enhance their financial
and estate plans, creating personalized and effective
solutions, and serving as a trustworthy advisor.
Baylake Bank Trust & Asset Management
Services Include:
Asset Management and Advisory Services
Trust & Estate Administration
Wealth Transfer and Estate Planning
Tax Planning
Asset Custody, Consolidation, and Record Keeping
Bill Paying and Household Management
Our Trust and Asset Management Services can
help you reduce taxes, manage assets and real estate, and
secure and protect the inheritance for your family. |
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Why Choose Baylake
Trust & Asset Management Services? |
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Baylake Bank has been providing Trust Services in Northeastern
and Central Wisconsin for nearly 60 years, so you can have peace
of mind that a knowledgeable and experienced staff is working
for you. Our trust professionals possess a broad range of
experience, professional designations, and expertise in
investments, insurance, tax, legal, and estate planning. Plus,
we provide the personal attention you should expect from a
community based financial service organization. Baylake Bank's
Trust and Asset Management services blend well with our
traditional banking and Private Banking services to give you
superior personalized services to implement and achieve your
targeted financial goals. Baylake Bank Trust and Asset
Management's team of professional advisors personally care for
their clients; your best interests are our foremost
consideration.
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You Can Rely on This
Team |
| Trust and estate planning can range from
relatively simple document processing, to extremely complex
management responsibilities. You need someone you can rely on to
give you the advice and service that best suits you and the
changing dynamics of your life.
A full array of financial products and services, including real
estate management and bill paying.
Flexibility in tailoring services to your specific
situation.
Locally delivered, personalized service & direct access to
financial experts.
Professional asset management.
Complete estate and financial planning and management
options.
Competitive fees based on the level of service you
select; we do what you want and need us to do.
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Contact
Us for more information.
Green Bay Area 1-800-580-4440
Door County 1-800-267-3610
Lakeshore Area 1-800-267-3610
Central Wisconsin 1-800-267-3610 |
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Inge Bacon
Trust Officer
(920) 743-5551 extension 1183
1-800-267-3610 |
Park Drescher
Trust Officer
(920) 431-3607
1-800-580-4440 |
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Pam Schott
Trust Officer
(920) 431-3609
1-800-580-4440
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Larry Brunette
Asset Management
(920) 431-3605
1-800-580-4440 |
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Dave Counihan
Financial Planning
(920) 743-5551
extension 1145
1-800-267-3610 |
Heather Weller
Financial Planning
(920) 431-3601
1-800-580-4440
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