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

Key Retirement and Tax Numbers for 2021

03/02/2021

Every year, the IRS announces cost-of-living adjustments that affect retirement plan contribution limits and various tax deduction, exclusion, exemption and threshold amounts. Here are a few of the adjustments for 2021.

WEALTH-INSIGHTS, WEALTH-MANAGEMENT

Estate Planning Strategies in a Low Interest Rate Environment

03/02/2021

Low interest rates generally favor certain estate planning strategies, while it may have a detrimental effect on others. Find out which strategies might be most impacted by the current low-interest-rate environment.

WEALTH-PERSPECTIVES

2021 Economic Outlook

01/12/2021

Economic conditions at the start of a new decade changed significantly as the pandemic impacted economies across the globe.

View more insights and perspectives