Wealth Management

Financial Security For:

 

Individuals and Businesses

Our Wealth Management division helps you grow, protect and transfer your assets. We deliver comprehensive wealth management solutions after gaining a deep understanding of your situation and goals. From financial plan development, professional investment management, risk management, retirement plan administration, and trustee services to ongoing farm management or agricultural real estate sales through our Agricultural Services group, we are here to help you gain greater financial security. 

Foundations

We also work directly with the not-for-profit recipients of local philanthropic efforts to manage foundation and endowment assets to optimize the impact they have on the community.

Contact us today to set your appointment - 888-897-2276.

Heartland Bank and Trust Company Asset Management and Trust Services is not a broker/dealer. Equity and bond trading in customer accounts is transacted through independent broker/dealers.