Wealth Management & Investment Services

wealth management and retirement

Our dedicated Wealth Management team is ready to provide you with the unequaled service that Dakota Community Bank & Trust is known for. Through our trust services, we help our clients build and maintain wealth. Whether you are just beginning to accumulate wealth or already have significant assets, our wealth management and trust professionals offer a complete array of customizable services to fit your needs.

We provide a full range of financial services to meet client needs including but not limited to:

Financial services available:

  • Professional investment service and investment management
  • Oil, mineral right, rest estate and other non-market asset management
  • Bill paying
  • Custody and safekeeping of assets
  • Principal and income accounting
  • Regular and discretionary distributions
  • Collection and reinvestment of income
  • Trust tax record-keeping and preparation
  • Consolidated statement of accounts
  • Long-term care planning
  • Estate planning
  • Retirement planning
  • 401(k) and profit sharing accounts
  • Regularly scheduled reviews

Furthermore, we also aim to help families with important financial issues such as:

  • Family trusts
  • Estate planning
  • Inheritance
  • Charitable giving
  • Taxes
  • Incapacity
  • Special needs trust guidelines
  • Financial control of family assets
  • Financial planning

Please contact one of our professional team members today. See how we can best serve you and take you to the next level in investment services.

Securities offered through Securities America, Inc., Member FINRA/SIPC and Advisory Services offered through Securities America Advisors, Inc., Jason Stahl, Michael Senechal and Tanner Steffan, Representatives. Dakota Community Investments, Dakota Community Bank & Trust and Securities America are separate entities.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.