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.
Wealth & Trust Services
Wealth & Trust officers can assist you with:
Wealth & Trust FAQs
- Fiduciary investment management
- Trust and estate administration
- Retirement income planning
- Financial and estate planning
- Bill pay and Life Management services
- Foundation and endowment management