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Wealth

Local Bank. Strong Relationships. 

We offer personal solutions that best fit your life because what matters to you, matters to us. We want to help you keep moving forward on your financial journey. Our team is focused on building strong relationships and delivering impactful financial solutions to our customers through innovative products and services.

Financial Planning

Our experts will assess your overall financial situation and craft a plan to achieve your goals.

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Trust Services

Maximize the efficiency of your trust and estate strategy to transfer your wealth to the people and causes you care about the most.

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Wealth Insights

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Investments

Quarterly Market Review: Q4 2022

QUARTERLY MARKET REVIEW: Q4 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer
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Wealth Management

Your 2023 Checklist for Preparing Your Estate and Tax Planning Documents

Don’t wait until March to begin estate and tax planning for this year’s taxes!
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Charitable Giving

Find Your Fit: Types of Charitable Giving for You to Consider

Your financial goals may (and should) include giving to the causes nearest and dearest to your heart.
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Products offered by Wealth Advisory Services, Heartland Retirement Plan Services, not FDIC Insured, are not bank guaranteed and may lose value.