Grow, protect, enjoy, and transfer your assets.
When looking for a company to manage your financial affairs, you are in essence looking for a partner – someone with experience you can trust, someone with your best interests in mind, and someone you can count on through good times and bad.
We offer comprehensive wealth management solutions to individuals, foundations, corporate trusts, and qualified retirement plan sponsors. Services range from investment management to trust and estate administration, financial planning, retirement plan administration, risk management, and wealth transfer solutions. Our experienced team works with you to identify and understand your goals and objectives which then help us tailor a wealth management plan for your specific situation. You will benefit from our services during all life stages – from working years through retirement.
Our Agricultural Services group helps farmland investors improve productivity and farmland values through professional management. We also have licensed real estate professionals on our team to assist you with farmland real estate transactions.
We have a history of helping our clients build, maintain, and protect their assets through effective management of their financial resources. Being your financial planning partner is important to us and we look forward to working with you.