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Wealth

Local Bank. Strong Relationships. 

We offer personal solutions that best fit your life because what matters to you, matters to us. We want to help you keep moving forward on your financial journey. Our team is focused on building strong relationships and delivering impactful financial solutions to our customers through innovative products and services.


Financial Planning

Our experts will assess your overall financial situation and craft a plan to achieve your goals.

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Trust Services

Maximize the efficiency of your trust and estate strategy to transfer your wealth to the people and causes you care about the most.

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Wealth Insights

  • Investments
Quarterly Market Review: Q4 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager The “Soft-Landing” Has Become the Default Scenario The...
  • Financial Strength
Financial health helps you leverage skills and opportunities to harness new monetary advantages. Maintaining complete visibility of your finances is the best way to reach them...
  • Investments
Quarterly Market Review: Q3 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager Does a Resilient 2023 Portend Trouble in 2024? Economic...

Products offered by Wealth Advisory Services, Heartland Retirement Plan Services, not FDIC Insured, are not bank guaranteed and may lose value.