Wealth Management

We provide Investment Management, Retirement Planning and Estate Planning services to help our clients accumulate, enjoy, protect and distribute wealth in the most tax-advantaged way possible.

• Professional Portfolios
• Professional Investment and Asset Management
• Company Retirement and Pension Plans
• Business Continuation & Management Planning
• Estate Settlement and Tax Avoidance Planning
• Retirement and Disability Planning
• Charitable Gift Planning & Trust Administration
• Long-Term Family Financial Protection

For more information our Wealth Management Services contact:
Bruce Lear, VP & Trust Officer
blear@pvsb.com
Platte Valley State Bank and Trust Company
P.O. Box 430
Kearney, NE 68848
(308)234-2424
(800)967-2464