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-PERSPECTIVES

Quarterly Perspectives — First Quarter 2020

04/10/2020

In January, the U.S. economy appeared healthy. Unemployment was low. Consumers were confident. Growth prospects remained positive for the forseeable future. However, the 12-year U.S. economic expansion came to an abrupt halt in March, as effects of COVID-19 reverberated around the globe and across our nation. Now, recession in 2020 seems all but inevitable.

WEALTH-PERSPECTIVES

2020 Economic Outlook

01/14/2020

The U.S. economy will likely enter its 12th year of economic expansion in 2020, continuing the longest growth period in history.

WEALTH-INSIGHTS

Women and Estate Planning Basics

12/23/2019

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5 years longer than men.

View more insights and perspectives