Private Wealth Management

Your future starts with a solid plan

Our disciplined approach is rooted in years of experience and can result in comprehensive strategies that work towards achieving long-term financial success. We will:

  • Develop a personalized, long-term approach designed to help you pursue your unique goals, lifestyle and risk tolerance.
  • Recommend strategies and approaches to diversify holdings and maintain flexibility.
  • Review your objectives and accounts with you to anticipate and adjust based on market trends and economic conditions.

 

Seamless coordination

At Quad City Investment Center we strongly believe in partnering with your other financial resources - accountants, tax advisors and lawyers. This approach ensures that your investment, tax and legal plans work closely together in today's complex financial environment. Our investment approach is based on four key beliefs:

  1. Solid, unbiased recommendations
  2. Meaningful, timely information, research and analysis
  3. Easy access to value-added investments and services
  4. One-on-one client services

* Tax and legal services are neither provided nor endorsed by Quad City Bank and Trust, Quad City Investment Center, LPL Financial or affiliated advisors.

 

Our investment experience covers a wide range of options:

  • Mutual funds
  • Fixed and variable annuities
  • Insurance
  • Bonds and other fixed-income investments
  • Stocks
  • Cash management accounts
  • Retirement and education savings plans

 

Build your wealth so you can begin to live your dreams. Getting started is easy, call us at 563.388.5436 to learn more.


 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Quad City Investment Advisors, a registered investment advisor. Quad City Investment Advisors, Quad City Investment Center, Quad City Bank and Trust, and The Wealth Builders Division of Quad City Bank and Trust are separate entities from LPL Financial. For more information, please contact us at 563.388.5436
 

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A BANK DEPOSIT


Quad City Bank & Trust and Quad City Investment Center are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact business within the following states:  IL and IA.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck