JACKSON, Wyo. — At the Bank of Jackson Hole (BOJH), the Trust and Wealth Partners team offers a customized, concierge approach to meet every client’s needs.
On the wealth management side of things, clients will experience the best-in-class investment solutions tailored specifically for their goals. On the trust side, clients will receive trustee services that leverage the advantageous Wyoming trust laws for their financial and estate planning needs.
Whether leveraging the wealth management or trust services, the team is committed to their client’s experience. Clients will be assigned a trust and wealth advisor based not only on their financial needs but also on their personality to optimize the most effective business relationship. Instead of calling an 800 number to get in touch, every client can contact their advisor directly or walk right into their office location on Broadway.
“We’re the quarterback.”
Amanda Mohnk
“We’re the quarterback,” Amanda Mohnk, vice president and senior trust and wealth advisor for Trust and Wealth Partners, says about her team’s ability to customize services and interface with their clients’ personal teams to coordinate estate planning needs with tax planning with investment management.
Local decision making is a huge benefit of working with this team, and clients can expect decisions to be made efficiently and responsively.
“We have the ability to be agile and adjust,” Mohnk says. “We’re able to get together, put a plan in place and execute.”
The uniqueness of Trust and Wealth Partners services in town comes from the benefit of having a relationship with the local Bank of Jackson Hole to provide a holistic approach to financial needs that includes private banking or a deposit relationship.
“This is different,” Doug Langen, Trust and Wealth Partners director of trust and chief investment officer says about what the team offers. “This is a one on one business relationship. We don’t have to call New York or San Francisco. We deliver an unbiased investment solution, providing advice as a trusted advisor.”
The Bank of Jackson Hole Trust and Wealth Partners recently won silver in the Best Of Jackson Hole The Best Money Management Firm category, and the team is organically growing their footprint with clients outside of Wyoming as well. The concierge approach is consistently the cornerstone of their excellence in service.
“We’ve got an amazing team, one of the most talented groups I’ve ever been a part of,” Langen says. “To be able to have this much talent at a local level is really a great resource for this community and a sense of personal pride.”
To learn more about Bank of Jackson Hole Trust and Wealth Partners or to request a consultation, click here.
