First State Wealth Management

First State Wealth Management Helping you plan your financial future with confidence. First State Wealth Management offices are located at First State Bank.

Chad Backes, AIF® - Financial Advisor
220 W Waupaca Street, New London, WI 54961
(920) 531-2859
[email protected]

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. First State Wealth Management is a trade name of the First State Bank. Osaic Institutions and First State Bank are not affiliated. Products and services made

available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

· Not Guaranteed by the Bank
· Not FDIC Insured
· Not a Deposit
· Not Insured by Any Federal Government Agency
· May Lose Value Including Loss of Principal

When was the last time you updated your will?
07/09/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Learn more about whether you need to pay estimated taxes.
07/07/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
07/02/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Do you have a will? Is it updated?
06/30/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
06/25/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Concerned about identity theft? Some things to leave at home.
06/23/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
06/18/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/16/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
06/11/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
06/09/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Address

220 West Waupaca Street
New London, WI
54961

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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