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.

Our Solutions
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 PerspectiveFind 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.

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