Wealth Management

Sound guidance. Tailored.

“Do you want fries with that?” There are some decisions in life that don’t take a lot of thought or planning. But when it comes to your money and planning for your future, winging it isn’t a good approach. Your decisions can have a lasting impact on you and others, so it’s important to think ahead and get help from an expert.

You can rely on Dupaco Wealth Management to help you make confident decisions about your financial future. We’ve partnered with First Community Trust, N.A., to offer you a full line of trust, investment, retirement and wealth management services.

For You

• IRA/401(k) rollovers
• Investment management accounts
• Trust administration
• Estate administration
• Retirement planning
• Estate planning and will review (revocable living trusts/testamentary trusts/trusts under wills)

For Your Business

• 401(k)/pension/profit sharing plans
• Investment management accounts
• Investment management for nonprofits

To learn more about wealth management and how planning ahead can help you, take advantage of our free educational seminars.

Learn More

Schedule your personal strategic consultation today! There’s no cost or obligation.

Request an Appointment

Meet the team

Trent Steines

Trust Officer-First Community Trust

800-373-7600, Ext. 2590
tsteines@dupaco.com

Mr. Steines joined First Community Trust with over 11 years’ experience in the retirement industry working with individuals on the importance of retirement savings and taking advantage of employer retirement benefits as well as consulting with executives and retirement committees to maximize plan design, administration, and educational strategies for retirement plans. He helps individuals and families with retirement planning, retirement income strategies, investment management, as well as trust administration and estate planning. Mr. Steines holds an MBA degree from the University of Dubuque and a bachelor’s degree from Loras College. Located at the Pennsylvania Ave office in Dubuque, Iowa.