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Wealth & Trust > Wealth Management

Wealth Management

The Iowa Savings Bank Wealth and Trust Group offers Wealth Management services to its clients. Our experienced personnel offer prudent, sound financial advice for wealth growth and preservation and retirement planning and living. We do not sell investments and we do not receive commissions on trades. Our interest is in assisting you achieve your financial wealth management goals. You can take comfort knowing we have your best interests in mind.

 

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Older couple growing wealth

We offer balanced portfolio management for you, including management of your property assets (such as farmland), and your other financial assets.

We meet with you regularly to discuss your financial goals, your monetary needs, your risk tolerance, and your asset base. Based on your objectives, and in conjunction with your attorney, your accountant and your other professional advisors, we design a plan to achieve your financial goals.

Our interest is in assisting you to achieve your financial wealth management goals, whether it be for:

  • Living in and saving for retirement
  • Growing wealth
  • Preserving wealth
  • Attaining specific financial goals