Wealth Services

Much more than investing

Our Approach

Central to our approach is goals-based planning, putting you at the center of the discussion. Our highly experienced team, supported by intelligent analytical tools, will deliver a unique plan to maximize your investment outcomes.

Our Services

From investment guidance, to wealth transfer and protection, to seamless banking services, we'll help you cultivate a legacy that aligns with your life goals.

Brokerage Services

For those just getting started with investing, INTRUST Financial Services and our team of LPL Financial Advisors can help you get off on the right foot by providing advice on retirement planning, college planning, insurance and taxes.

Insights and Perspectives

WEALTH-INSIGHTS, WEALTH-MANAGEMENT

Leaving a Legacy

08/14/2020

There are four basic ways that you can leave a legacy. Read on to learn about what's best for you, your family and your wealth.

WEALTH-INSIGHTS, WEALTH-MANAGEMENT

Medicare

08/14/2020

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare that you should know.

WEALTH-MANAGEMENT, WEALTH-PERSPECTIVES

2020 Midyear Outlook

07/13/2020

In January, we published our 2020 Perspectives. At midyear, we find ourselves in a pandemic-induced recession with double-digit unemployment. Markets have plummeted and bounced upward but remain volatile. Read more to learn about INTRUST's midyear perspectives.

View more insights and perspectives