True partnership is based on trust.
For years, our first responsibility has been to you. As part of a consortium of community banks, we act as fiduciaries, committed to your financial health. As bankers, we not only want to build wealth, we want to preserve it. Unlike other providers who charge by the transaction or via veiled fees, we operate from a fee-based structure which ensures ongoing strategic decision-making for each individual portfolio.

Our staff of attorneys, CPAs, investment professionals and financial advisors have a record of excellence. We have over $1.3 billion under our administration.

Your Story
What you do with your money should reflect who you are. That’s why at Wealth Management Group, we begin by listening. We learn about your unique needs and objectives, assess them and then make tactical decisions with you. We want to hear your story.

Your Wealth Management Plan
First and foremost for many people is the assessment of how they feel about wealth and what having it means to them. Everyone has wealth to varying degrees, so the next questions become those such as: How important is it to have more wealth? How much is enough? What personal and financial goals will having wealth allow me to achieve? In the even something happens to me, what do I want to happen to my wealth?

Thinking about the answers to these and other questions is the start of formulating a wealth management plan and the Wealth Management Group at Dubuque Bank & Trust has the individuals who can assist with this process. We want to serve as the center of your wealth management universe, understanding your most pressing concerns and your most important goals and offering appropriate strategies and solutions for each.