Indiana Trust Wealth Management

Financial ServicesIndiana, United States11-50 Employees

Individual & Family Wealth. 
Qualified Retirement Plan Administration.
Non-Profit Organizations & Foundations.

Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations.

Chartered in 1988 as the first independent trust company in the state of Indiana, and now with $2.5 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. 

Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust.

•	Investment Management 
•	Financial Planning
•	Trust & Estate Administration
•	Estate Settlement
•	Individual Retirement Planning 
•	IRA Rollovers
•	Qualified Retirement Plan / Employee Benefit Plan Administration
•	Non-Profit / Foundations / Endowment Services

With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship.

From generation to generation, we deliver legacies - built on trust.  

Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do.  #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives 

#IndianaTrustWealthManagement
#LegaciesBuiltOnTrust
#TrustIsTheWayWeDoBusiness

When you're ready to take the next step, talk with Indiana Trust.

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