More than just your life savings.

Our services

Account for all the factors that influence your wealth with an INTRUST Wealth Advisor.

Planning and investing

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 technological tools help us execute your plan and ensure you stay well-informed about what is required to meet your goals and confident that you’ll be able to.

Our steps for a healthy portfolio

  • A goals-based approach
  • Tax-efficient investing
  • Consistent communication
  • Dedicated team of experts

Wealth transfer and protection

Our complete range of trust transfer and protection services ensures your legacy is carried out.

  • Trust administration

    No matter your intentions for your legacy, we are proud to have a diverse and experienced team to protect, manage and distribute your assets according to your specifications.

  • Estate settlement

    Our oversight delivers a smooth and private transfer according to your will, so your heirs can avoid the complexities of a probate estate.

  • Tax-efficient transfers

    Our experts are well-versed in the complexities of tax law. Their attentiveness to your wealth transfers helps to maximize returns.

  • Wealth transfer planning

    Our team of transfer planning experts works with you to develop tax-sensitive transfers to meet your wealth goals.

  • Conservatorship asset administration

    We take pride in protecting the financial security of our clients and will advocate for your loved ones’ needs with professionalism and expertise.

Seamless banking

Working with INTRUST, you’ll have access to a suite of enhanced banking products, including premier checking accounts and choice credit cards.

INTRUST 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. If you would prefer to make your own investment decisions through online trading, the LPL Trade Direct platform gives you that ability as well.
Learn more about INTRUST Financial Services

Learn more about INTRUST Wealth

Contact a wealth advisor.

Contact us at 316-383-1450 or 800-791-6978 or send us a message to start a conversation about your goals and how to achieve them.

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