Individual & Family Wealth. 
Qualified Retirement Plan Administration.
Non-Profit Organizations & Foundations.

Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations.

Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. 

Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust.

•	Investment Management 
•	Financial Planning
•	Trust & Estate Administration
•	Estate Settlement
•	Individual Retirement Planning 
•	IRA Rollovers
•	Qualified Retirement Plan / Employee Benefit Plan Administration
•	Non-Profit / Foundations / Endowment Services

With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship.

From generation to generation, we deliver legacies - built on trust.  

Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do.  #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives 

#IndianaTrustWealthManagement
#LegaciesBuiltOnTrust
#TrustIsTheWayWeDoBusiness

When you're ready to take the next step, talk with Indiana Trust.

Investment Management

Non Profit

Retirement

Indiana Trust Wealth Management

Indiana Trust Wealth Management's headquarters in Mishawaka, United States

Cheron Merten

Steven Moore

Clayton Bill

Haley Rulli

Bruno Riboni

Rob Santoni

Jon-Michael Plennert

Bernie Cunningham

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