Personal Wealth Management
Plan wisely to live confidently.
Your journey to financial success is a path you’ll never have to walk alone when you partner with your Heartland Bank Wealth Management Advisor.
No matter what stage in life you are at, just starting up, progressing, or established, a team of professionals at Heartland Bank is dedicated to delivering a full range of wealth and financial services. Our team collaboratively addresses your individual needs and goals by offering, among other services, financial planning and investment management by our seasoned portfolio management team. We are here to guide you through the three areas of wealth - accumulation, preservation, and distribution, offering advisory services in an easy-to-understand methodology.
Our comprehensive financial planning approach is focused on optimizing your assets, to design personalized, actionable strategies to meet your short and long-term financial goals.
Heartland Bank is a full-service fiduciary. This means we are held to the highest standard of care. It is our duty to:
- Avoid conflicts of interest
- Maintain loyalty to trust beneficiaries
- Remain impartial
- Invest trust assets
- Maintain confidentiality
- Furnish information
- Openly communicate
- Enforce and defend claims
To get started, contact our Wealth Management team about developing a plan to reach your financial goals.
You can visit your local branch, or call us today at 855-244-1217!
Securities and insurance products are NOT deposits of Heartland Bank, are NOT FDIC insured, are NOT guaranteed by or obligations of the bank, and are subject to potential fluctuation in return and possible loss of principal.
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.