MWO Wealth Management Twin Cities

The MidWest One Bank Wealth Management Story For over 80 years, we have helped individuals, families and institutions grow, manage and preserve their wealth. At MidWest One , we utilize our resources and community bank roots to deliver com- prehensive wealth management services that are tailored to your needs. Our professionals have earned long-term relationships by helping our customers and communi- ties succeed. The communities we serve are the inspiration of our organization, and the purpose behind our existence. That’s why customers like you are at the heart of everything we do. When you walk into any MidWest One location, you’ll probably see our mission statement displayed: “Take care of our customers and those who should be.” It is not only our mission, it’s who we are. Why MidWest One ? Using MidWest One Bank’s philosophy and expertise, you leverage the resources of an institutional investor with the benefits of fiduciary services and the client focus of trusted advisors. We believe these are the things that make a difference for our clients: • Single point of contact leading a team of financial specialists with expertise in Trust, Wealth and Estate Planning, Trust Services, Risk Management, Private Banking and Investment Management • Development of comprehensive strategies that address your lifestyle, legacy and charitable goals while seeking to minimize risk • Long-term investment strategies with tactical shifts to take advantage of market opportunities that align with your risk tolerance objectives • Fiduciary standard: we always act in the best interest of you and your family Community We believe the positive actions of each one of us contribute to the success of us all. While we started as a community bank in Iowa, we’ve since grown to 57 locations in Iowa, Minnesota, Wisconsin, and Colorado. Visit us soon to experience for yourself how MidWest One is simply better banking!