Private Client Services

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 *
Define your financial goals, craft an investment strategy, and work towards implementing it.

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

Retirement *
Secure your financial future

Insurance *
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.