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Trust and Wealth Management
True wealth management requires a holistic view with an adaptive approach. The plan for your financial future should be individually defined, requiring a full assessment of your family needs, current tax laws, your long and short-term financial goals and your tolerance for risk. Using this foundation, we'll help you define the complex relationship between you and the assets you have accumulated, thereby sharing the vision of your ideal life in years to come.
Legacy Preservation (Trustee Services)
Every client has a legacy plan that is unique, and we care for your valuable assets. To make the most of the legacy you’ve created, our trusted advisors will work with you to assure the successful transfer of your estate to your beneficiaries and heirs, fulfilling your family goals.
- Family Trusts
- Charitable Trusts
- Life Insurance Trusts
- Gift Trusts
- Special Needs Trusts
- Directed Trustee
- Estate Settlement
Investment Management
We offer professional solutions from advisors committed to your personal success and financial goals, for today and tomorrow. With the primary goal to first protect the wealth of our clients, we structure portfolios using the disciplines of asset allocation and risk management, with a thorough understanding of your goals and objectives.
- Customized Investment Portfolios
- Managed Money
- Individual Retirement Accounts
- Institutional Products
- Employee Benefit Plans
Financial Advice
We are passionate about what’s important to you. Tell us how we can help you realize your dreams, provide peace of mind, and pave the road for a trusted long-term partnership.
Contact a Trust & Wealth Management Advisor
(800) 795-6512 • (208) 415-5705
Trust & Wealth Management Services offered through Panhandle State Bank,
and its divisions Intermountain Community Bank and Magic Valley Bank.
Intermountain Community Bancorp
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