<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1457645420941593&amp;ev=PageView&amp;noscript=1">

Wealth Management Services 

Wealth and investment management that's focused on you.

Hard work and a lifetime of earnings deserve a financial partner who produces consistent results. 

At Heartland Trust Company, our wealth management services provide more than investment advice. We specialize in all aspects of your financial life giving you a holistic, strong financial portfolio for your current and future needs.

We approach your wealth and investment management uniquely. Our upfront transparency gives you a clear understanding of your finances. Instead of hiding fees and expenses in your earnings, we lay out the details of your account. 

The investment industry is known for declaring the ability to predict the market. No one, especially a broker, can predict or outperform the market in a long-term capacity, which is why, at Heartland Trust Company, we approach your financial and investment management in a unique way. 

By investing your money in ten positions or less, designed to replicate the market, we ensure consistent results. We handle the work, making it easily understandable. Leaving you to focus on what matters most in life. 

All of the information contained herein is for informational purposes only. The material is not intended to constitute legal, tax, investment, or financial advice and may not be used as such. Effort has been made to assure that material presented herein is accurate at time of preparation; however, this material is not intended to be a full and exhaustive explanation of the law in any area or all of the tax, investment, or financial options available. You should consult a lawyer or tax professional to insure that the same is accurate and appropriate for your unique situation. Pursuant to IRS Circular 230 you are informed that any tax information contained in this communication is not intended as tax advice and is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.