CONTRACTONGOING

District Reports First National Wealth Management Investments

Disclosed value: $4,267,927.73 in the General Fund; $25,418,668.25 in capital reserve/sinking fund investments; From agendapacket
Document date: Sep 16, 2026
Term: Ongoing as of August 31, 2026

What it covers

Harbor Creek School District reported ongoing investments managed by First National Wealth Management totaling $29,686,595.98 as of August 31, 2026. No separate contract amount or term was provided.

Who holds it

First National Wealth Management holds this financial services contract with Harbor Creek SD. Its other public contracts on record include work for Town of Vassalboro and Town of Hampden.

What happens next

Term as filed: Ongoing as of August 31, 2026.

See who decides the next one before it's bid.

Get pre-RFPs free

Free account · 30-second setup · No credit card

Prefer ChatGPT or Claude? Ask Civic IQ about this contract →

Contract details

Contract type: Financial Services
Amount: $4,267,927.73 in the General Fund; $25,418,668.25 in capital reserve/sinking fund investments
Document date: September 16, 2026
Term: Ongoing as of August 31, 2026
Vendor: First National Wealth Management
Agency: Harbor Creek SD
Source document: Harbor Creek School District AgendaPacket Board Meeting 2026-09-17 (AgendaPacket)

First National Wealth Management's other public contracts

Town of Vassalboro, MaineTown Reviews Fund Allocation Report from First National Wealth Management · Jul 22, 2026Undisclosed Town of Hampden, MaineWealth Management Fees Paid to First National Wealth Management · Jun 23, 2026Undisclosed Town of Vassalboro, MaineTown Reserves Managed by First National Wealth Management · Jun 11, 2026 Town of Hampden, MaineTrust Pays 2025 Investment Management Fees · Mar 24, 2026 Town of Dover-Foxcroft, MaineBoard to Consider First National Wealth Management Authorization · Dec 15, 2025Undisclosed All First National Wealth Management contractsVendor profile

More Harbor Creek SD contracts

Yard Master of PaYard Master of PA Missed Proposal Deadline · Oct 15, 2026Undisclosed Pound ConstructionPound Construction Missed Snow Proposal Deadline · Oct 15, 2026Undisclosed Valley Snow RemovalValley Snow Removal Missed Proposal Deadline · Oct 15, 2026Undisclosed A&JSnow Plowing Rates Tabulated for A&J · Oct 15, 2026 EMPIRESnow Plowing Rates Tabulated for Empire · Oct 15, 2026 All Harbor Creek SD activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Harbor Creek SD?

First National Wealth Management was awarded this financial services contract by Harbor Creek SD, as recorded on September 16, 2026. The contract value is $4,267,927.73 in the General Fund; $25,418,668.25 in capital reserve/sinking fund investments.

How much is the First National Wealth Management contract with Harbor Creek SD worth?

The First National Wealth Management contract with Harbor Creek SD is valued at $4,267,927.73 in the General Fund; $25,418,668.25 in capital reserve/sinking fund investments, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Harbor Creek School District AgendaPacket Board Meeting 2026-09-17 (AgendaPacket), dated September 16, 2026 from Harbor Creek SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

Show 2 more questions

What other contracts does First National Wealth Management hold?

First National Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Harbor Creek SD currently buying?

Explore Harbor Creek SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →

More Harbor Creek SD contracts →Browse all agencies in Pennsylvania →