Wealth Management Expertise
We will manage and safeguard your assets to provide the necessary income and growth to meet the needs of your beneficiaries through investment management and financial planning.
Local Decision Making
Our trust professionals will handle and administer your trust agreement with discretion and be there when needed to accomplish the tasks required on a timely basis.
Knowledge of Laws
We can properly interpret and follow the terms of your will or trust, consistent with applicable laws that govern the arrangement and ensure all tax matters are addressed correctly.
Some trusts last for years or even through generations. We will administer your trust with consistency to ensure beneficiaries are treated fairly and receive what is entitled to them.
- Locally delivered, personalized service
- Professional asset management
- Flexibility in tailoring services to meet your specific situation
- Legal and regulatory oversight
- Full array of services, including bill paying, and estate settlement
Contact us today at 641-782-1000 to schedule a complimentary consultation and learn more about how we can assist you.
*Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.