Private Client Services

woman shaking hands
Working together to meet your requirements, goals and values

At New Mexico Bank & Trust, we understand that your net worth is determined not only by your investments, but also by your assets, loans, insurance, savings, or perhaps a closely-held business. Equally important, we realize that wealth is shaped by unique personal decisions about taxes, borrowing, liquidity, risk, lifestyle, retirement and the desire to provide for heirs and charities.

Private Client Services Options:

Investment Services * hand shake icon
Define your financial goals, craft an investment strategy, and work towards implementing it.


Wealth * graph icon
Full array of services designed to help you reach your goals





Retirement * piggy bank icon
Secure your financial future


Insurance * umbrella icon
Comprehensive coverage at an excellent value

*Products offered are not FDIC-insured, no bank guarantee, may lose value, not a deposit, not insured by any federal government agency.