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.

Financial 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

Caring for Your Aging Parents

05/17/2022

Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier.

WEALTH-PERSPECTIVES

Quarterly Perspectives - First Quarter 2022

03/25/2022

Investors in 2022 are faced with a backdrop of negative information – from elevated inflationary conditions for consumers to the Russian invasion of Ukraine – and the result has been a drop in financial markets coupled with an increase in economic and market volatility. Find out more in the INTRUST Quarterly Perspectives for Q1 2022.

WEALTH-INSIGHTS, WEALTH-MANAGEMENT

Tax Planning for Income

02/11/2022

You don't want to pay more in federal income tax than you have to. Taking a long-term approach, and being strategic with the timing of deductions, are just a couple strategies that can help you keep more of your income. Read our latest article where we detail five things to consider when it comes to keeping more of your income.

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