Personalized Wealth Management Services Tailored to Your Goals
FSB's Wealth Management advisors in Iowa work with you to build personalized investment portfolios aligned with your financial goals. Explore our investment management services to find the right fit.
Investment Management
Align your investments with your unique financial goals.
Key Benefits:
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Customized investment plans
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Expert guidance on stocks, bonds, mutual funds, and annuities
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Proactive portfolio management
Wealth Accumulation
Build your wealth with strategies designed to maximize your money.
Key Benefits:
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Customized asset growth strategies
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Insights on new investment opportunities
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Plans that adapt as your money grows
Retirement Investment Planning
Tailored strategies that match your timeline and risk tolerance.
Key Benefits:
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Strategies designed to maximize your retirement income
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Advice on pensions, annuities, and social security
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Ongoing maintenance to ensure your plan stays on-track
Individual Retirement Accounts (IRAs)
Achieve your goals with a retirement account that offers several benefits.
Key Benefits:
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Choose from Traditional, Roth, or SEP IRAs
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Potential tax deductions on contributions
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Contribution flexibility based on individual needs
Meet FSB's Trust Team
You’re never asked to hand something valuable to someone you don’t know. Why start now?
Joseph Gravert
VP, Senior Trust Officer
Joseph brings a legal and tax-focused perspective to FSB’s trust services. He’s helped clients navigate complex business transactions and tax strategies with clarity. His background in law and accounting adds depth to every financial conversation.
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Chad Fesler
Trust Officer
Chad has been in banking, insurance, and financial services since 2004. His wealth management experience includes working with one of the world’s largest banks, where he specialized in financial planning and investments.
