Wealth & Trust

Simplify Your Financial Life

Our Wealth & Trust officers are qualified fiduciaries, fully trained to help you understand and direct your assets today and in the future. You don’t even need to prepare for a consultation with our team, besides bringing your wishes and expectations. We’ll sit down, ask questions, and listen to your goals, whether it’s for aggressive growth, conservative gains, or somewhere in between. Then we’ll provide the resources so you can understand what the future could hold.

We have a proven history of success.

We’ve offered Wealth & Trust services for more than 88 years, and our experts know how to help you make good financial choices. From an investment portfolio review to discussing estate and financial planning, we proudly serve individuals, businesses and non-profit organizations with our Wealth & Trust services.

Our location in South Dakota allows us to operate in a state with favorable trust laws. Learn more about why South Dakota is a great place to place your Trust.

We have a solution.

Everyone’s financial roadmap is different, so we’ll work with you to find the right strategy. Using a three-part process, we’ll clarify your goals and map out a plan.


We will listen and learn about your goals to help you gain greater financial confidence.


We will clarify your goals and help keep you on track.


You will receive strategies and guidance to help organize your financial life.

Wealth & Trust News

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Stay up to date on the latest 2024 economic, equity, and fixed income outlooks.

June Newsletter

“When I talked to other advisors, all they were interested in was how much money I had. First Dakota Wealth & Trust was interested in my goals and answered my questions about my estate planning and investments without asking ‘How much?’ That is why I chose First Dakota.”

— Gene O., Yankton, SD

Please note: securities are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, and are subject to risks, including the possible loss of principal.