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Private Wealth

You set your goals - we take care of the rest!



 

Who we are

For over 80 years, we have helped individuals, families and institutions grow, manage and preserve their wealth. At MidWestOne, we utilize our vast resources and community bank roots to deliver comprehensive wealth management services that are specifically tailored to your needs.

Our professionals have earned long-term customer relationships by helping our customers and communities succeed. The communities we serve are not only the inspiration of our organization, but the purpose behind our existence. That’s why customers like you are at the heart of everything we do.

We take care of our customers…and those who should be.

Meet our team

middle age couple smiling

Our Solutions

Together with other professionals, such as your CPA and personal attorney, we coordinate our specialized expertise and resources to customize solutions for your current situation and life goals:
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Individualized Portfolios

Customized solutions for individuals, families, foundations and institutions.

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Investment Strategies

Managed mutual fund, ETF and individual security strategies.

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Business Investments

Disciplined philosophy focuses on enhancing returns and controlling risk.

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Institutional Investments

Individualized investment solutions that support the mission of your institution.

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Saving for Retirement

Expert guidance and solutions for the next generation.

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Creating Retirement Income

Investment strategies to support your retirement income needs.

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Business Succession

Expert guidance and solutions for the next generation.

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Leaving a Legacy

Fulfill your vision for the future.

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Charitable Giving

Pursue your passions and live with purpose.

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Long-Term Care

Planning and expert guidance for your future needs.

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Tax Planning

Investment strategies that maximize your wealth and legacy goals.

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Estate Planning

Expert solutions for taking care of your personal affairs.

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Financial Power of Attorney

Professional administration and execution of your wishes.

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Trustee

Expert administration and respect for your financial vision.

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Executor

Professional support for fulfilling your wishes.

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Conservator

Professional support for preserving your legacy.

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Trust & Estate Administration

Expert solutions for taking care of your personal affairs.

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Special Asset Administration

Expert asset management solutions for your most unique investments.

Expert insights

A good financial partner will help you to create a financial plan for whatever may come. Our expert team will help you to achieve your goals while your life events unfold, with professional support, guidance and educational resources.

Market Week In Review

A weekly recap and financial insights from our Private Wealth Team.

Read more:  Week In Review

Your trust matters

A monthly newsletter,  to learn about unique financial topics, explore things you may need to consider and maximize the benefits that you leave to your family.

Read more:  Your Trust Matters

market perspective

Your quarterly recap on the market including changes, fluctuations and predictions.

Read more:  Market Perspective

Tell us about you.

Realize your vision for the future through careful planning, expert guidance and a disciplined, collaborative approach that grows with you and your passions. 

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Find an Expert

Using MidWestOne Bank’s philosophy and expertise, you leverage the resources of an institutional investor along with the benefits of fiduciary services. With MidWestOne Private Wealth you’ll receive:

  • Collaborative team approach to wealth management
  • Disciplined investment process
  • Transparent performance and fee reporting

Our team includes investment professionals, attorneys, bankers and administrators—all working together to create savvy solutions for you and your family. Our commitment to you is to passionately pursue your financial objectives as if they were our own.

Meet our team

A family in Iowa City, IA, that has checking accounts

 

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency