Baylake Bank. Helping Build the Good Life. Home. New. Personal Services. Business Services.

Financial Planning Growing Wealth Leveraging Assets Trust Services Investments

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:

arrow Asset Management and Advisory Services
arrow Trust & Estate Administration
arrow Wealth Transfer and Estate Planning
arrow Tax Planning
arrow Asset Custody, Consolidation, and Record Keeping
arrow 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?

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.
 

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.

arrow A full array of financial products and services, including real estate management and bill paying.
arrow Flexibility in tailoring services to your specific situation.
arrow Locally delivered, personalized service & direct access to financial experts.
arrow Professional asset management.
arrow Complete estate and financial planning and management options.
arrow Competitive fees based on the level of service you select; we do what you want and need us to do.
 

 

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