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Private Wealth Management

Build, protect and manage wealth.

Put our experience to work for your goals.

For generations, our knowledgeable team at Simmons Bank Private Wealth has been a premier provider of trust, investment management and fiduciary services.

Investment Management

If you have complex financial needs, we want to bring simplicity and peace of mind to your financial decision-making.

  • Data-driven investment management based on your unique objectives
  • Retirement planning expertise
  • Portfolio management for individuals, foundations and endowments

Trust & Estate Planning

We’re here to help protect what you’ve built. Turn to us for a wide variety of Trust and Estate Planning services for you and your family.

  • Trust and estate services to help ensure the financial security of your loved ones
  • Guidance on supporting organizations you care about
  • Simplifying the management and transfer of assets after death

Financial Planning

To reach your financial goals, you need a roadmap. Financial and Estate Planning involves defining your long-term objectives and implementing a plan to reach them.

  • Develop a detailed financial plan with our team of experts to ensure that your goals are met
  • Work with an attorney to craft trusts and estate documents
  • Navigate the changing legal and tax landscape

Farm & Land Management

It takes specialized expertise to run an efficient, profitable farm or other income-producing property. We’re ready to provide the financial and operational know-how to help your land do more.

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Simmons Bank Private Wealth Investment Report

 

Looking for a way to stay up to date on the markets? Read our monthly Private Wealth Investment Report for the latest updates on stocks, bonds, commodities and more.

Read now

A partner for every life stage

Simmons Bank savings
Build & manage wealth

Implement a personalized strategy to bring your financial goals within reach.

Provide for your family

Create a long-term plan to support your loved ones’ financial security.

Support your business

Help your organization and employees prosper, today and tomorrow.

We're ready to talk. But first, we'll listen.

They're your goals. Meet the Simmons Bank advisors that help make them happen.

Questions?
We're here to help.

Talk with Private Wealth Advisor

Connect with your local Private Wealth Professional to learn more and discuss your needs.

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Generation after generation, Simmons Bank has been trusted for what matters. Our Private Wealth Professionals have deep industry experience and are ready to provide the personalized solutions to help you build and manage your wealth, provide for your family and protect your legacy.

Access and insight, 24/7

The Simmons Wealth Management Online Portal makes it easy to access information, documents and more, right from your desktop or mobile device.

  • At-a-glance view of account information
  • Dynamic picture of your entire portfolio
  • Manage important financial and legal documents

Contact your Private Wealth Professional to enroll and download the Simmons Wealth Management mobile app{16} to easily view your accounts wherever you like.

Download on the Apple App Store. Get it on Google Play.

  • {169} Investment and Insurance Products are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value

  • {19} iPhone, iPad, Apple, and the Apple Logo are registered trademarks of Apple Inc.

  • {108} Android, Google Play, and the Google Play logo are trademarks of Google LLC.