Your goals are our priority. Let us assist you in building your financial future. Everyone is different, and your plan needs to meet your individual needs. We pride ourselves on taking the time to learn your needs and earn your trust.
Tower Trust & Investment can make the most of opportunities to preserve, grow, and manage your wealth or estate, regardless of your wealth.
We are an independent trust and investment company. Our team has decades of experience in providing customized solutions for various life stages and professions, including retirees, individuals with inherited wealth, small businesses and institutions/foundations. In addition, to investment services; we have decades of experience overseeing estates and administering revocable and irrevocable trusts.
We can make the most of opportunities to preserve, grow, and manage your wealth or estate, regardless of your wealth. You will have the sophisticated guidance of our team of professionals who know and understand your long-term financial goals.
Our clients value working with an investment advisor that is a fiduciary because we always put our client’s interests ahead of its own. This has resulted in us becoming one of the largest local trust companies in the region with $500M in trust and investment accounts.
At Tower Trust & Investment, we believe our main goal is to successfully meet the investment objectives of our clients. We recognize that there is a correlation between risk and return, and we will manage that appropriately based on your individual needs. We employ sound judgment with a disciplined approach that is consistently applied utilizing contemporary methodology.
We sit on your side of the table, and always put your best interest first. Our staff does not receive commissions for buying and selling securities in our clients’ accounts. Our fees are based on the value of your account, so our interests are aligned with yours.
We provide outstanding, relationship driven service. Our clients value being able to meet in person with their dedicated Investment Officer and Portfolio Manager. We are specialists in wealth management and have the local autonomy to make investment decisions that serve our clients best interests. We handle each client interaction with the highest ethical standards.
We will use our decades of experience to provide the guidance and strategies that help you navigate all phases of your financial life cycle. We are here for you at that important time when you are saving for retirement, helping you set goals and guiding you on the path to your financial future.
At retirement, your goals shift to making your money last. We will talk with you about how your investment strategies should change to meet those goals. We’ll also help you understand how much money you can take out of your retirement savings each year to stay on track.
If you reach the point that you would like more complete management of your finances, our team stands ready to help there as well. We have a complete suite of services to assist with your changing needs.
Finally, we will be there for you to plan and carry out the financial legacy you want for your loved ones and charitable organizations. Our caring professionals are experts at estate administration and asset management.
We invite you to contact us to learn more about how Tower Trust & Investment can help you.
Trust Officer
Kristina has eight years’ experience in law as a Paralegal specializing in Estate Planning, Probate Law, Real Estate Law, Business Law and Guardianships and Conservatorships. She is a non-attorney member of the Iowa Bar Association and a member of the Iowa Paralegal Association. Kristina has many years of customer service experience and assists the Fiduciary Team with trust and estate administration.
Phone: 563.296.9274
Email: ksuiter@towerqc.com