See Hours
| Monday | 8:00 AM - 5:00 PM |
|---|---|
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Important information
- Additional Info:At Indiana Trust Wealth Management, we recognize the well-being of our community members as a basic, vital aspect of healthy communities. While our primary business is preserving and growing wealth through comprehensive advisory services, we also believe in giving back to the communities that have supported us throughout our 36-year history. In fact, community support is so vital to Indiana Trust that it stands as one of the mission-driven pillars of our strategic plan. In addition to financially supporting a variety of nonprofits in the communities we serve, many of our team members – including our President & CEO, David R. Kibbe, JD, who leads by example – actively engage in volunteerism, serve on nonprofit boards and committees, and contribute professional expertise to many of the charitable organizations we value. By supporting initiatives such as those that promote health and human services, education, and cultural enrichment, we aim to foster more vibrant, healthy communities where individuals and families can thrive.
Overview
Headquarters
Indiana Trust Wealth Management
4045 Edison Lakes Pkwy
Mishawaka, IN 46545-3421
BBB Accredited Since: 2/23/2018
Years in Business: 36
BBB Accreditation & Rating
About This Business
Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, nonprofit organizations, and foundations.
Chartered in 1988 as the first independent trust company in the state of Indiana, and now with $2.5 billion in assets under management, Indiana Trust is deeply committed to the communities we serve.
With highly personalized service and a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust.
Products and Services
- Individual & Family Wealth
- Nonprofit Organizations & Foundations
- Qualified Retirement Plan Administration
Business Details
- Local BBB:
- BBB Serving Northern Indiana
- BBB File Opened:
- 8/18/2010
- Business Started:
- 1/1/1989
- Business Started Locally:
- 1/1/1989
- Business Incorporated:
- 1/1/1989
- Type of Entity:
- Corporation
Additional Contact Information
- Customer Contacts
- Mr. David R. Kibbe, JD, President
- Fax numbers
- Primary Fax: (574) 271-0378
- Additional Phone Numbers
- Other Phone: (800) 362-7905
Additional Information
- Business Categories
- Wealth Management, Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Trust Company, Fiduciary, Charity Foundations, Planning Consultants, Employee Benefit Consultants, Professional Organization, Fee Only Financial Advisor
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