Wealth Management Group

There are many important considerations when choosing a corporate trustee including in-house expertise in legal matters, taxation, trust administration, and investments.  Equally important in making this decision is freedom from bias and a commitment to fairness, confidentiality, and uniformity in decision-making.  At New Mexico Bank & Trust we offer a full range of trust services designed to meet and exceed all of your needs.  These services include trust and estate administration, investment management, retirement services, philanthropic planning, conservatorships, and custody.  Our trust services are highly customized with a heavy emphasis on frequent and meaningful communication.

We are committed to a client-centered, team approach.  We will work in close consultation and collaboratively with your tax, legal, financial planning and insurance advisors to ensure that you receive the best possible advice and service.

Whether you are an individual, employer, or representative of a not-for-profit or government entity, New Mexico Bank & Trust is prepared to meet your fiduciary needs. If you would like to learn more about Trust Services at New Mexico Bank & Trust, please give us a call at 505-830-8106 or email us at tpopejoy@nmb-t.com or ckitterman@nmbt-com

Not FDIC insured, No Bank Guarantee, May Lose Value.