Welcome to Midland Wealth Management.
We’re glad you’re here.
Let’s talk about wealth. It’s created in so many ways that people can lose track of where they stand and where they're going. They either underestimate their resources—or don’t make full use of them. Often, opportunities remain unexplored, and risks go unrecognized due to a lack of planning.
That’s where Midland States Bank and Midland Trust Company can help. Whether you’re planning for retirement, organizing your insurance to make sure you are adequately covered for life, disability or long-term care, or preparing for proper distribution of your estate assets, we’ve got the experience to keep you on track.
Set your financial path in the right direction.
The Wealth Management Group at Midland will develop personalized strategies to build, manage and preserve your wealth. We all know life’s not static, so we'll work with you over your lifetime and make recommendations and adjustments as needed.
Our team of financial planners maintain nationally recognized certifications and aren’t commission based. Our recommendations are independent and impartial to keep your goals in mind. We have years of experience helping clients with:
- Investment planning
- Retirement planning
- Education planning
- Estate planning
- Risk and insurance analysis
- Income and estate tax planning
- Charitable giving and philanthropic planning
- Business succession planning
Want more info?
Explore our offerings throughout the site. Better yet, contact us today to discuss your financial needs.