FIRST COMMUNITY TRUST
Wealth Management Services
First Community Trust offers comprehensive oversight and effective management of key financial planning activities, ensuring you peace of mind as you plan for a successful financial future. FCT professionals have more than 450 years of collective investment, financial and trust experience. We pride ourselves on our relationship-based approach to providing comprehensive financial advice and investment management.
Offering wealth management solutions for every stage of life including:
Are you ready to plan your successful financial future? Contact Us today.
Wealth Management Resources
Blog
Investing Through Life’s Stages: How to Stay on Track at Every Age
No matter where you are on life’s journey, investing in your future is always a good idea. But what that looks like will change over time. Your priorities shift, your income...
Mid-Year Retirement Portfolio Review: Staying on Track
Think of a mid-year retirement portfolio review as a financial check-up—not a full overhaul, but a moment to pause, reflect, and make thoughtful adjustments. It’s a smart...
Choosing the Advisor that’s Right for You.
Key factors to consider and questions to ask before committing to a financial partner Choosing a financial advisor is one of the most important decisions you’ll make on your...
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Resources
How to Make Sudden Retirement Decisions – fast
A “Must Read” If You Weren’t Expecting to Retire Right NowRetirement Time Bomb?How to Make Sudden Retirement Decisions, Fast [FREE GUIDE] Download our free guide today and...
First Community Trust News
Jenna Walleser Promoted to Chief Investment Officer
DUBUQUE - First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, announced the promotion of Jenna Walleser to the position of...
First Community Trust Announces Round of Promotions to Build Upon Growth
IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has advanced its Wealth Advisor and Trust Officer team by promoting...
First Community Trust: Providing Institutional Support to Help Credit Unions Grow
By: Adam Claypool, Chief Executive Officer, First Community Trust As credit unions continue to innovate and expand how they meet the needs of members, attracting and...
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