Private Client Services

Working together to meet your requirements, goals and values

At Dubuque Bank and Trust, we understand your net worth is determined not only by your investments, but also your assets, loans, insurance, savings, or perhaps a closely-held business. Equally important, we realize wealth is shaped by unique personal decisions about taxes, borrowing, liquidity, risk, lifestyle, retirement and the desire to provide for heirs and charities.

Private Client Services Options:

Investment Services *
Define your financial goals, craft an investment strategy, and work toward implementation.

Wealth *
Full array of services designed to  help reach your goals.

Retirement *
Secure your financial future.

Insurance *
Comprehensive coverage at an excellent value.

*Products offered are not FDIC-insured, no bank guarantee, may lose value, not a deposit, not insured by any federal government agency.