Wealth Management

Assisting you in attaining your financial goals is the number one priority of our Wealth Management professionals. We provide you with personalized, professional support and guidance throughout the investment management and financial and estate planning process by focusing on:

  • Carefully analyzing your financial situation and identifying areas that may need attention
  • Providing you with investment and financial information/education alternatives that will support your financial and estate planning strategies
  • Providing periodic reviews of your investments and financial and estate planning objectives to ensure continued progress toward your goals as your situation may change over time
  • Working with your other financial and estate planning advisors to ensure your planning is fully coordinated for the best opportunity in meeting all your goals
  • Providing a wide variety of investment alternatives to meet your specific objectives

Investment Management & Trust Services

  • Advisory or fully managed investment accounts
  • Grantor/Living Trust Accounts
  • Revocable and Irrevocable Trust Accounts
  • Charitable Trust and Foundation Accounts
  • Estate settlements & Testamentary Trust Accounts
  • Stocks, Bonds, Mutual Funds, CDs
  • Bill paying services
  • Farm management services
  • Consolidated Tax Worksheet & Statements
  • Traditional and Roth IRA accounts



We have the opportunity to supply you with a newsletter written by our investment partners, BTC Capital, in which each week creates a quick read on Market Topics.  We hope you find this beneficial!

Weekly Insight 100318

Weekly Insight 092618

Weekly Insight 091918

Weekly Insight 091218

Weekly Insight 090518



For more information or to schedule an appointment please contact the location nearest you. 

For more information regarding the Leva and Frank Duclos Foundation's semi-annual meeting, please click here. 



Concordia (785) 275-5000

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