It is our goal to give you peace of mind and ensure your wishes are carried out in a manner that is appropriate to your family's circumstances.
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Financial Management & Trust Services
Iowa State Savings Bank partners with First Point Wealth Management to provide trust services, financial planning and investment management tailored for every situation and every life stage.
We specialize in delivering Trust Services by serving as executor, trustee and conservator. We also offer a full continuum of Wealth Management Services. Whether you are interested in investment management services or would benefit from complete household financial management, including: bill paying, insurance filing, and coordinating tax return preparation, we are here to help.
Click below to learn more about how we can make your financial life easier.
Why Choose First Point Wealth Management?
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Meet Our Trust Professionals
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Call us today at 641-782-1000 to schedule a complimentary consultation and learn more about how we can assist you.