Trust & Financial Services

Invest with guidance from experienced, credentialed advisors. TheBANK’s Wealth Management professionals are committed to fostering long-term relationships that work to help you build your wealth and legacy. We offer tailored services that address our clients’ financial needs, including investment management, estate planning, trust administration, and succession planning.

We invite you to contact us online and meet with us in person to see how a customized Wealth Management foundation can support your overall financial success.

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Products & Services

Investment Management

Create a customized portfolio based on your objectives using a broad range of asset classes and investment categories.

Institutional Custodial Services

Provide custom solutions that manage clerical and accounting tasks pertaining to institutional clients.

Public Pension Plans

Our service exceeds expectations and we are fully compliant with the regulatory standards set forth by the Illinois Pension Code.

Trust And Estate Administration

As a corporate fiduciary, TheBANK manages your estate or trust plan as outlined in your will or trust document, ensuring it is handled efficiently, effectively and impartially.

Business Retirement Plans

Manage all aspects of your employees’ retirement plans from document design to employee education and counsel to compliance and reporting.

Taft-Hartley Plans

We understand the importance of meeting the changing needs of unions and their defined contribution, defined benefit, investment-only, trustee-directed and member-directed plans.

Individual Retirement Accounts (IRAs)

Set aside tax advantaged funds for retirement and build an investment portfolio with this savings vehicle.

Financial Planning

Our personalized portfolio design utilizes modeling software to help calculate the most effective approach to achieving your goals. We review your plan periodically and as your situation evolves, we’re able to adjust your plan.

Foundations

We provide continual advice, support and education to clients to ensure the foundation’s assets are managed prudently, taking into account their cash flow needs.

Trust Advisors

Kevin Doak

Vice President

Trust & Financial Services

Helpful Insights

TheBANK of Edwardsville Wealth Management’s Mark Meredith Named to Forbes’ List

TheBank’s Trust Department Named to Top 10 List

Choosing the Trustee for a Special Needs Trust