How we approach wealth

A relationship approach

Frequent, meaningful communication and personalized advice are key to designing your ideal financial plan. We collaborate with you to design a solution that meets your needs.


Our fiduciary values

We began offering trust fiduciary services more than 95 years ago and we continue to honor those values today. We put our clients first and protect your best interests with honesty and transparency.

Goals-based investing

Our process begins only after we gain a thorough understanding of your ambitions and expectations. Once we have a complete picture, our only goal is to help you reach yours.


A higher level of service

A high level of personal service defines the INTRUST experience. Meeting your needs is our top priority. You'll see this demonstrated in our frequent communications and prompt attention to your needs.

Team of Professionals

In addition to your personal Wealth team, INTRUST’s entire Wealth division of more than 60 professionals provides innovative solutions to grow and protect your wealth. We provide custom, personal service for your unique financial trajectory.