Indiana Trust Wealth Management
Financial-Services
Website
Company Tagline
Legacies Built On Trust
Industry Category
Business Keywords
Company Description
Indiana Trust Wealth Management is a leading financial services provider committed to building legacies based on trust. Specializing in individual and family wealth management, qualified retirement plan administration, and services for nonprofit organizations and foundations, Indiana Trust Wealth Management has a long-standing reputation for superior, ethical, and unbiased wealth management and advisory solutions. With offices at 4045 Edison Lakes Parkway, Suite 100, Mishawaka, Indiana 46545, US; 315 West Adams Street, Muncie, IN 47305, US; and 307 S. Main Street, Suite 311, Elkhart, IN 46516, US, the company is dedicated to increasing financial security and delivering legacies built on trust.
Indiana Trust Wealth Management offers a comprehensive suite of services, including investment management, financial planning, trust and estate administration, estate settlement, and individual retirement planning. The firm also provides IRA rollovers and qualified retirement plan administration, along with specialized services for nonprofit organizations, foundations, and endowments. Indiana Trust is known for its multigenerational commitment and excellence in stewardship, ensuring that clients receive the highest standard of care.
Furthermore, Indiana Trust Wealth Management now offers Socially Responsible Investing and ESG portfolios, demonstrating a commitment to environmental and social governance. Indiana Trust Wealth Management is deeply committed to the communities it serves, providing comprehensive wealth management strategies and delivering legacies built on trust. We invite the manager of Indiana Trust Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.
Indiana Trust Wealth Management est un fournisseur de services financiers de premier plan, engagé à bâtir des héritages basés sur la confiance. Spécialisée dans la gestion de patrimoine individuel et familial, l'administration de régimes de retraite qualifiés et les services aux organisations et fondations à but non lucratif, Indiana Trust Wealth Management jouit d'une réputation de longue date pour ses solutions de gestion de patrimoine et de conseil supérieures, éthiques et impartiales. Avec des bureaux situés au 4045 Edison Lakes Parkway, Suite 100, Mishawaka, Indiana 46545, États-Unis ; 315 West Adams Street, Muncie, IN 47305, États-Unis ; et 307 S. Main Street, Suite 311, Elkhart, IN 46516, États-Unis, la société se consacre à accroître la sécurité financière et à offrir des héritages fondés sur la confiance.
Indiana Trust Wealth Management offre une gamme complète de services, notamment la gestion des investissements, la planification financière, l'administration de fiducies et de successions, le règlement de successions et la planification de la retraite individuelle. L'entreprise propose également des transferts de REER et l'administration de régimes de retraite agréés, ainsi que des services spécialisés pour les organisations à but non lucratif, les fondations et les dotations. Indiana Trust est reconnue pour son engagement multigénérationnel et son excellence en matière de gérance, garantissant à ses clients les normes de soins les plus élevées.
De plus, Indiana Trust Wealth Management propose désormais des portefeuilles d'investissement socialement responsable et ESG, démontrant ainsi son engagement envers la gouvernance environnementale et sociale. Indiana Trust Wealth Management est profondément engagée envers les communautés qu'elle dessert, offrant des stratégies complètes de gestion de patrimoine et offrant des héritages fondés sur la confiance. Nous invitons le gestionnaire d'Indiana Trust Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Indiana Trust Wealth Management with 3 companies in Financial-Services
| Comparison Field |
Indiana Trust Wealth Mana...Main Company |
HBKS Wealth AdvisorsView Profile |
F.L.Putnam Investmen...View Profile |
Evermay Wealth Manag...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2001 | 1983 | 2009 |
|
Company Size
|
— | 51-200 | 51-200 | 11-50 |
|
City
|
Mishawaka, Indiana | Erie, Pennsylvania | Lynnfield, Massachusetts | Arlington, Virginia |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
39 Total Skills
Wealth Management
Financial Planning
Retirement Planning
Investment Management
Trust Administration
Estate Planning
ESG Investing
Socially Responsible Investing
Advisory Services
Multi-Generational Wealth Services
IRA Rollovers
advisory solutions
Estate Administration
Wealth Strategies
Foundations
Wealth Transfer
Family Office Management
Sustainable Investing
Fiduciary Duty
Non-Profits
Fiduciary Counsel
Custody of Assets
Personal Trust
Business Succession Planning
Employee Benefit Plans
Corporations
RFP Response
Estate Settlement
Business Retirement Plans
Endowments
Special Needs Trusts
ESG
SRI
Environmental Social & Governance
Excellence in Stewardship
tax strategy
Institutional Investing
ESOP
Employee-Owned & Operated
|
3 Total
3 Unique
Unique Skills:
Insurance Services
Retirement Plan Services
Tax-Wise Investing
|
4 Total
1 Common
3 Unique
Match
3%
Common Skills:
ESG Investing
Unique Skills:
Consulting
Family Offices
Millennials
|
16 Total
16 Unique
Unique Skills:
Attorneys
Certified Financial Planner
Charitable Planning
Chartered Financial Analyst
Corporate Executives & Professionals
Donor Advised Funds
+10
|
4
Total Companies1983
Oldest Founded1
Countries61
Unique SkillsSimilar Companies
Other organizations in the same industry
Teton Wealth Group, LLC.
Financial-ServicesWe are dedicated to helping individuals and families rise beyond the peaks and valleys of life’s fin...
IronBridge Wealth Counsel, LLC
Financial-ServicesFinancial guidance for those who serve others.
NovaTrak
Financial-ServicesBridging the gap between financial analysis and actionable planning. #Advicer #FinancialPlanner #Fin...
Alternative Company Names
This company is also known as