Make your finances work for you with guidance from our Wealth & Trust team. Gain a better understanding of your assets and where to direct them to secure your financial future.
Make your finances work for you with guidance from our Wealth & Trust team. Gain a better understanding of your assets and where to direct them to secure your financial future.
The Wealth & Trust team will steward your finances, providing expert investment, wealth, and asset management advice. 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’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 state to place your Trust.
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.
Please note: Investment and insurance products are:
Wealth & Trust officers can assist you with:
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“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