Broker Check
Bull and Bear Go To Market Preparation is the Key to Retirement The Cycle of Investing Perception vs. Reality

Welcome to BankFirst Wealth Management    

We exist to help you manage all your financial needs so you can focus on living the life you've dreamed.

BankFirst Wealth Management is committed to providing clients with comprehensive portfolio management solutions, individualized care, and sound financial advice.  We seek to be a trusted resource to help you achieve your unique financial goals.

BankFirst Wealth Management is a division of BankFirst, a locally owned full service community bank.

Goal Based Financial Planning

Goal Based Financial Planning

Whatever your ambitions may be, we will design a comprehensive plan to put you on the path for success.

We provide solutions to move you forward, no matter what stage of life you are in.

Tools for Success

Weekly Market Commentary

Your source for updated market and economic news.

Download Market Commentary

Unique Portfolio Design

Unique Portfolio Design

We create strategies tailored specifically to your goals.

Client-Focused Independence

Client-Focused Independence

We put your needs first and foremost.



We enjoy building trusted relationships that span generations.

Our Mission

Have a Question

Thank you! Oops!