Dupaco Wealth ManagementMoney wise, working with your best interest in mind
At Dupaco, our vision is to serve as your lifetime financial home. To that end, we’ve partnered with First Community Trust, N.A., to bring you a full line of trust, investment, retirement, and wealth management services through Dupaco Wealth Management.
Dupaco Wealth Management can provide expert guidance on estate and tax planning, customized trusts, charitable giving, and more. Whether you’re looking to grow, preserve, or facilitate the transfer of assets to heirs, our experienced professionals can help you chart a course to achieve your financial objectives.
The professionals at First Community Trust have years of experience in trust, retirement, and investment services, and will work with you to carefully craft a philosophy and develop strategies that meet your specific objectives. For a personal strategic consultation, contact First Community Trust Portfolio Manager and Trust Officer Dale Repass at (563) 557-7600 / 800-373-7600, ext. 2264 or stop by and speak with him at our Hillcrest at JFK location in Dubuque. There is no cost or obligation.
Services provided by First Community Trust, N.A. Mutual funds, annuities, and other investments available through First Community Trust, N.A. are not insured by the NCUA/FDIC or any other regulatory agency, and are not obligations of or guaranteed by Dupaco Community Credit Union or any other affiliated entity. Returns on such investments will fluctuate and investments are subject to risks, including the possible loss of principal.