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Grow and protect your portfolio with us and get our team of wealth experts and top legal minds.

Get to know Bank of Sun Prairie for wealth management, trusts and estates, and investments*.

You’ve got big plans for your future. At Bank of Sun Prairie, we’re here to help with expertise and resources to build a complete wealth strategy; you can plan for your financial future with confidence.

Personalized service is the key differentiator you will find at Bank of Sun Prairie. Put your goals in the hands of a partner who shares your vision and has the tools and experience to help.

Meet the Team

 


Trust and Estate Planning
: Specialized knowledge and expertise is what you need when preparing for life events – the expected, and the unexpected. The Bank of Sun Prairie Wealth Management team offers administration of a wide range of asset management accounts.

Prepare for life events and special circumstances. Gain greater peace of mind.

Give your financial wellbeing the advantage of specialized knowledge and expertise. Our trust associates at our Grand Ave. location can guide you to a plan that respects your individual style for risk tolerance, while protecting your assets and minimizing tax liability. Once your trust and estate plan is in place, the trust department will administer your plan to meet your desired goals.

Plan your future with confidence. Grow with expert advice. Contact us at 608.837.4511 or [email protected] to discuss your situation with a member of our trust team and get started today!

*Not FDIC insured. Not insured by any Federal Government Agency. Not a deposit or other obligation of, or guaranteed by, the bank or their affiliates. Subject to risks including the possible loss of principal amount invested. May go down in value.