wealth Management services traces its roots back to 1935.
From the humble beginnings during the Great Depression, Wealth Management Services (WMS) began as the trust department but has now expanded to include investment management, financial planning, and other wealth services. Wealth Management Services helps individuals, families, businesses and nonprofits manage, enhance and preserve wealth.
Building on a long history of responsible decision-making and a commitment to meeting client needs, we offer a full range of products and services designed to help our clients reach their long-term financial goals.
While we’re part of Heartland Financial USA, Inc., our services are offered locally at Dubuque Bank and Trust. Our community-based wealth advisors work with each client to focus WMS’s resources and experience on meeting specific needs and objectives.
The hallmark of our approach is an insistence on building durable client relationships based on personal service, innovation and trust.
Who is Heartland?
We’ve been managing wealth individuals and entities for more than 80 years, allowing us an understanding of the issues that matter to you, and the experience to address them. We combine the resources of Heartland Financial USA, Inc., a consortium of local community banks located in the Midwest and Western United States, with the personalized service and commitment of a specialized and unique wealth advisory firm. Most importantly, we understand our clients, we care deeply and we are committed to building a long-term relationship.
Our business model is unique in the financial services industry; while Heartland provides highly efficient administrative and operational support, each bank maintains a high degree of independence and is empowered to serve local communities and businesses as only a local organization can. This approach – which blends big bank resources with community bank service – has helped us enjoy significant growth in recent years, and it enables substantial benefits for our customers.
Each bank operates under its own charter, and is dedicated to providing the kind of personalized service that cannot be orchestrated from a distant corporate headquarters. This philosophy is best summarized by our mission statement: “Through excellence in customer service and respect for the individual, everyone profits.” That’s not just a statement to be inserted in an annual report or framed on a wall. Excellence in customer service is what drives our business and sets us apart from our many competitors.
Contact a Wealth Advisor to get started.
Products offered through Wealth Management Services are not FDIC insured, are not bank-guaranteed, and may lose value.