LEGACIES ARE BUILT OVER GENERATIONS OF CAREFUL PLANNING AND COURSE-CHARTING.
That's our commitment to you. Generations of careful planning and course-charting.
Individual & Family Wealth.
Business Retirement Plans.
Nonprofit Organizations & Foundations.
Advising clients and their families nationwide, Indiana Trust is dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management services, including:
- Investment Management
- Financial Planning
- Trust & Estate Administration
- Estate Settlement
- Individual Retirement Planning
- IRA Rollovers
- Business Retirement Plan / Employee Benefit Plan Administration
- Nonprofit, Foundation, and Endowment services.
Indiana Trust has the expertise and experience to help you and your future generations chart the course to navigate your legacy-building process.
Allow Indiana Trust to help grow and protect your legacy.