WEalth Management

Look no further than Security National Bank for credible insights on investing, financial planning and more to better understand the conditions of today’s market.

Trust and Investment Services You Can Depend On

There’s no shortage of information today—about investing, financial planning, stocks and bonds, tax ideas, on and on. But there is a shortage of real communication. People understand that knowledge is not the same as wisdom. If you are concerned about your investments and financial security, look to our professionals for help.

Market Outlook Reports

On a quarterly basis, our SNB investment team of experts produce quarterly market outlook reports sharing their forecasts and assumptions to help you make wiser decisions on your investments. To be added to our quarterly email distribution, please email marketing@snbomaha.com.

Mid-Year Economic Outlook Webinar

On July 16, 2020, our Investment Team hosted a Mid-Year Economic Outlook Webinar to discuss the impact of COVID-19 on the stock market, bond market and portfolios, our predictions for the second half of 2020 and tips on how to make your portfolio more crisis resistant. We invite you to watch the video playback presented by Damian Howard, CFA, Vice President and Senior Investment Officer and Brent Boyce, CFA, Assistant Vice President and Trust Investment Officer. 


Estate Planning for Retirement Assets

Learn about ways to develop your estate plan and watch-outs to be prepared for while achieving your financial goals and protecting your loved ones.

Cyber Safety

Keep yourself and your personal information safe. Instances of cyber attacks continue to be on the rise. As an organization, we are committed to protecting the integrity of your information at all times. Below is a useful reference guide to help you safeguard yourself and your personal information from potential attacks. 


Investment and Insurance Products:

  • Not FDIC Insured
  • Not a Bank Deposit
  • Not Bank Guaranteed
  • May Lose Value
  • Not insured by any Federal Government Agency


Call us at 402-221-0183 today to get started!

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