Wealth Management
When it MattersPersonal Connections. Prepare for the future. Strategies tailored to you.
Manage life priorities. Prepare and protect your legacy. Envision your retirement. Preserve family relationships. Establish charitable giving.
Planning your financial future should be personal, which is why we develop strategies that are tailored uniquely for you. We provide assistance in everything from college funding to retirement income planning – and anything in between.
Our Wealth Management Team is here when it matters. We provide comprehensive financial products and services to meet your goals.
Talk to a Professional
We have the professionals that can help you with your financial strategies.
Always Here to Help
Meet Our Wealth Management Team
Chad Willer
Financial Advisor
JoDell Bourgois
Senior Trust Officer, CTFA
Sarah Miller
Trust Officer, CTFATrust products and services offered through Kirkwood Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.
Check out the background of this investment professional on FINRA’s BrokerCheck. Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC, to residents of: ND, MN, AZ, SD, OH, FL and WY.
Cambridge and Kirkwood Financial Services are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value. This communication is strictly intended for individuals residing in the states of ND, MN, AZ, SD, OH, FL and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: ND, MN, AZ, NE, SD, OH, FL and WY.
We are registered to offer advisory business in the following states: ND, MN, AZ, SD, OH, FL and WY.