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 Management, Wealth Perspectives, Personal Banking

Quarterly Perspectives - Third Quarter 2019

10/02/2019

Economies across the globe are showing signs of slowing and many investors are looking for implications for the U.S. economy and investment portfolios.

Wealth Insights, Wealth Management, Personal Banking

The New Estate Tax Rules and Your Estate Plan

09/17/2019

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

Wealth Insights, Wealth Management, Personal Banking

Common Factors Affecting Retirement Income