Wherever you want to go, we're ready to help at every step of the journey.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Midwest Bank Wealth Management is a financial services team dedicated to helping our clients make intelligent decisions regarding their financial future. Our team provides a high level of personalized, one-on-one financial planning and employee benefits service to our clients: individuals, businesses, and nonprofit organizations. We provide education, service, and guidance that is unbiased, fair, and ethical. It is our commitment to provide planning, advice, tools, and service to our clients in a timely, professional, and courteous manner.
Through Midwest Bank Wealth Management's strategic alliances, we have access to cutting-edge technology, research, and support that is delivered by our knowledgeable and dedicated staff who take the time to get to know you and your needs.
Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.
Dream big, have fun. We can help you plan for all of that and more.
Our investment team can create a portfolio that's designed to fit your lifestyle.
We have resources that can help resolve some of the most sophisticated tax issues.
It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help you work with the appropriate professionals to create the right estate plan for your family's situation.
Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.
We want to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation, and we hope you see the value of working with skilled professionals to pursue your financial goals.
"Excellent advisors - knowledgeable - helpful - very courteous and friendly - I trust them!!"
Suzanne L.,Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We are delighted with the service at Midwest Bank Wealth Mgt. Always available; prompt to answer questions, and while our portfolio with them soared up until this recent tempest, they have all been kind, considerate, patient and adept at managing our investments as best possible in these times! We are delighted to work with Adam, Eric, and Jodi. We have sent a referral to them already, and would do so again if the occasion arises. Give them all 4 stars, and tell them how we appreciate their expertise on our behalf."
Leo R.,Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"My financial portfolio has improved since moving my accounts to Adam & Co. It was in shambles and now is more vibrant. I appreciate their openness and great communication at all times."
Mary R.,Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
Important Additional Testimonial Information
200 East Broadway
Monmouth, IL 61462