Wealth Management

Let our experienced personnel at Iowa Savings Bank Wealth and Trust help you grow and preserve your wealth through prudent, sound financial advice.

Iowa Savings Bank does not sell investments and does not receive a commission on trades. At ISB our interest is in assisting you in achieving your financial goals. You can take comfort knowing we have your best interests in mind.

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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

Disclosure: Trust funds are not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency