Your family will grow, roles will be reversed, challenges will come and go. One thing can remain constant; your partnership with the experts at Security National Wealth Management. We formulate highly customized investing plans for your specific life goals and financial needs over generations.
Maximize Your Portfolio’s Potential
- Local Investment Management Team
- Access to world-wide money management resources
- Portfolios designed to achieve your specific goals while minimizing risk
- Low expenses through use of institutional funds and trading
- Diverse and flexible investment options to fit any style
Person to Person Service
- Regular and frequent face to face contacts
- Timely turnaround on requests and reports
- Technology to serve even the most tech savvy
- Experienced advisors with an average of over 12 years in banking
Precise, Accurate and Double Checked
- Trust Management Team
- Bank Internal Audit Staff
- External Audit Team
- Office of Comptroller of Currency Regulators
Security is not just our name, it’s our promise
- Over 130 years of service under the same name
- Fourth generation Siouxland community shareholders
- Multi-million dollar bond coverage and bank capita
Building plans for your specific goals, financial needs and tax situation.
Security National’s Wealth Management division takes complex financial issues and simplifies them. Working closely with each client and their other advisors (attorney, CPA, etc.), our advisors seamlessly integrate the three critical components of wealth management: Financial Planning, Investment Management and Estate Planning. As a result, Security National clients maximize the potential of the wealth they’ve earned - and spend more time enjoying their achievements.