Wealth Management

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 expense 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 13 years in banking

Precise, Accurate and Double Checked

• Trust Management Team
• Bank Internal 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 capital

Building Plans Around You

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.