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.

Market Update: May 15, 2020

Read our latest on market analysis from your trusted SNB Investment Team:

 The Importance of Lower Downside Participation

Annual Economic Outlook 

On January 14, 2020, we hosted our 6th Annual Economic Outlook Luncheon at our 3 Pacific Place headquarters at 1120 S. 101st Street in Omaha. We invite you to watch the video playback presented by Damian Howard, CFA, Vice President and Senior 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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