MidWestOne Private Banking

Simply better Private Banking

MidWest One .bank

Grow, Manage, and Protect Your Wealth We are here to support your vision

Whether it’s succession planning and the unique issues for estate planning and retirement related to owning your own business, or the myriad life events you know you need to be ready for, we can leverage our expert team to help you develop a plan that will achieve your goals. At MidWest One , we combine sophisticated financial planning and disciplined management to create a custom solution for your specific needs. A good financial partner can make sure you have a plan for whatever may come. An even better financial partner has a team structure in place to give you access to expertise in many areas. We will tailor our services to your current life situation and preferred style of interaction. We understand how busy you are and we are committed to providing advice and a streamlined process in everything we do.

A Team Approach with Specialized Services 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:

Risk Management • Insurance needs review • Long-term care • Income stream planning

Private Banking • Lending solutions • Cash management • Concierge service

Investment Management • Individualized portfolios • Concentrated stock holding strategies • Multi-manager accounts • Due-diligence selection and review

Trust, Wealth and Estate Planning • Wealth and legacy protection • Charitable giving • Trusteed IRAs • Trust services • Estate planning and administration • Trust tax services • Real estate protection • Bill payment • Financial Power of Attorney

• Institutional investments • Foundation investments

Financial Planning • Asset allocation guidance • Cash flow analysis • Retirement planning • Education planning • Stock option analysis

Private Banking

Risk Management

Financial Planning

Investment Management

Trust & Estate Planning

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

MidWest One .bank

Equal Housing Lender

Private Wealth Checking Account Qualify for exclusive benefits and pricing to maximize your finances.

• Higher annual percentage yield paid monthly • No monthly service charge

• ATM surcharge refunds • Wire transfer fee waivers • Free safe deposit box

Private Wealth Money Market Pair the Private Wealth Money Market Account with your qualified Private Wealth Checking Account for unbeatable prices and perks.

• Higher annual percentage yield paid monthly for balances up to $5,000,000.00 • No monthly service charge

• Discounted pricing on a variety of products • No loan documentation fees • Mortgage Registry Tax discount* Minnesota properties only • Documentary Stamp Tax discount* Florida properties only Loan discounts

MidWest One .bank | Member FDIC | Equal Housing Lender

Must have $1,000,000.00 in deposits and assets under management to qualify for Private Wealth products. * Discounts do not apply to loans equal to or greater than $500,000.00

Your MidWest One Private Banking Team

Working together as One team

The high-level financial concierge services you’ll receive as a private banking client will make banking easy to understand and financial endeavors easy to tackle. It’s the kind of banking relationship you’ve always wanted, but didn’t think existed. We’ll tailor our services to your current life situation and preferred style of interaction. We understand how busy you are and we are committed to providing proactive advice and a streamlined process in everything we do.

We support you with:

The cornerstone of our private banking service is the relationship built between you and our team of private bankers. Enjoy 24/7 concierge service.

• Coordination with tax and legal professionals • Estate planning and legacy arrangements • Retirement planning • Coordination of all MidWest One specialized services

• Remote services, including account openings • Competitive rates • Domestic and international account transfer services • Personal lines of credit • Mortgage and home equity options • Cash management strategies • Investment management strategies

MidWest One .bank

Christy Fehlberg First Vice President, Senior Private Banker 319.356.5903 or cfehlberg@MidWestOne.com NMLS: 539875

“I understand how busy life can be, which is why I’m committed to providing proactive advice and a streamlined process in everything we do for you. Rely on me to tailor personal service to fit your current life situation.”

Kevin Werner Vice President, Private Banker 319.356.5989 or kwerner@MidWestOne.com NMLS: 591619

“My focus is building long-term relationships with my clients and their families. I work with a team of talented professionals and we assist clients with all areas of their financial life.”

Laurie Wahlert Vice President, Private Banker 319.248.5074 or lwahlert@midwestone.com NMLS: 747648

“I provide you with concierge service for all your banking needs by surrounding you and your family with a team of professional financial experts to ensure all your banking and wealth planning goals are achieved.”

Dave Schultes Vice President, Private Banker 763.512.2576 or dschultes@midwestone.com NMLS: 552741

“Banking isn’t about selling; it’s about providing solutions. I pride myself on being the first and only phone call customers need to make regardless of their financial need or question.”

MidWest One Private Wealth Banking

MidWestOne.bank | Member FDIC | Equal Housing Lender

MidWest One .bank