Wealth Management Group
Sophisticated financial experience from a team of trusted advisors with local roots who offer objective insight and unrivaled personal service.
The Wealth Management Group at BankPlus is built to be your long-term partner to help create, manage and preserve personal wealth. We work with investors and their families over years, even generations, to provide a higher level of service with a disciplined, long-term perspective.
We are independent, objective and committed to always keeping the client’s best interests first. Our team can help you develop a lifelong plan with investment strategies tailored to meet your individual goals. We also work with families interested in growing and preserving wealth over generations. These clients look to us for financial and estate planning, as well as trust services. Other investors prefer the ease of our Digital Advisor platform, with powerful financial tools and analytics at your fingertips. However you choose to work with BankPlus Wealth Management Group, you can expect the same level of professionalism and service, along with our exceptional experience and our client-centered, heartland values.
As local people you know and trust, BankPlus Wealth Management empowers each team member to build relationships with you through trust, integrity and personal service.
Trust and Estate Administration
Living Trusts, Testamentary Trusts, Charitable Trusts, Endowments and Foundations, Estate Administration (Executor and Trustee)
One individual at a time. One family at a time. One investment at a time. One goal at a time. We work with you to help accumulate wealth, while protecting and preserving your hard-earned assets.
Digital Advisor Investing
Take control of your investment portfolio as well as your financial future with tools to help you manage your money through changes in the economy and changes in your life’s journey. Fees are transparent and comparatively low, and you always have the option to call us for more detailed advice and support.
Retirement Plan Consulting and Administration
A strong 401K is one of the most valuable benefits you can provide your employees. Whether your company has two employees or 2,000, FuturePlus provides a simple, user-friendly 401K solution with a long track record of strong financial returns.
Brokerage, Advisory and Insurance Services
We develop personal investment strategies for clients who wish to build wealth through asset growth or for clients whose goals are to preserve accumulated wealth and achieve absolute returns. Depending on market conditions and economic outlook, our investment processes seek opportunity by employing multiple asset classes.
Investment Services Are: