Midland Wealth Management

A trust is a type of ownership structure that allows a third party or trustee to hold title to assets on behalf of a beneficiary or multiple beneficiaries. The trustee administers the trust according to the terms of the governing trust document. Midland can act as your trustee or can assist with the administration of the trust by acting as an agent for the trustee. In this role, Midland provides investment management services to the trust and holds title to other assets, such as real estate or non-marketable investments. We can also pay bills and transfer funds on behalf of the trust, assist with the preparation of the trust tax return, and perform other administrative duties. Midland provides investment services to individuals, corporations, charities, and IRA accounts.

Our team of financial advisors and planners in Ladue thrive on partnering together to offer you a suite of financial services and the right solutions designed to meet your unique needs and objectives, whether that’s planning for retirement or securing your wealth for generations to come. Placing you at the center of all we do, we're proud to offer elevated wealth planning that can add clarity to your financial values, bring your vision into focus, and help you realize your goals.

Financial planning encompasses more than just your assets, investments, and net worth. It involves understanding your financial aspirations, intentions, and motivations. It's about recognizing your worries, expectations, and objectives. The financial advisors and consultants at Midland Wealth Management in Ladue can align your financial plan with your values and goals and help you achieve financial wellness – however you define it. We offer a dynamic financial well-being tool that allows you to: - review your financial plan at a glance and gain a clearer picture of your finances - view progress to date, assess your current standing and confidence measure - collaborate with your advisor as needs, concerns, and milestones change - receive personalized recommendations and actionable steps towards reaching your goals Discover the capabilities of this robust financial planning tool and explore how it can be an invaluable resource in helping achieve your financial aspirations.

Yes, we provide comprehensive retirement planning services for the Ladue area and beyond. We have a team of experienced financial planners who specialize in helping clients prepare for a secure retirement – and more. Our Life Vision Planning places you at the center of all we do and can encompass a 360 view of your strategy for investments, trust and estates, banking services, insurance, charitable giving, and more. Our financial consultants are ready to help you achieve the life you’ve always wanted – financially.

Midland Wealth Management is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.

The business is closed on multiple holidays including November 11, November 27, November 28, December 25, January 1, January 19, February 16, May 25, June 19, July 3, and July 4.

You can schedule appointments online using their booking link at https://outlook.office365.com/owa/calendar/LADUEBANKINGCENTER@midlandsb.onmicrosoft.com/bookings/.

They provide services such as Financial Planning, Investment Management, Trust & Estate services, Guardianship & Special Needs Trust, Brokerage Services, Business Investment Management, and Business Retirement Plans.

Financial advisors are accessible via phone, email, and you can schedule virtual or in-person meetings. Communication is prioritized to keep you educated and informed, with meeting frequency decided between client and advisor.

They offer transparent fees with no surprises or hidden costs, provide unbiased recommendations without proprietary product sales, and serve as fiduciaries prioritizing the client’s best interests.

Life Vision Planning aligns your financial plan with your values and goals, offering a dynamic tool to review your progress, collaborate with advisors, and receive personalized recommendations towards financial wellness.

Yes, comprehensive retirement planning services are offered, including investment, trust and estate planning, insurance, charitable giving, and more to help achieve your desired financial life.

Nearby beauty and wellness options include Smith + Simms Hair Co., Breeze Blow Dry Bar, Sérénité Nail Spa of Ladue, Mandy’s Skincare at Smith & Simms, Serenite The Nail Spa, and Vakkar Salon. Clients might consider visiting these for relaxation before or after financial consultations.

Yes, Midland States Bank is located nearby, providing easy access to traditional banking services in conjunction with wealth management solutions offered.

Clients can visit the St Louis Polo Club for sports and fitness or enjoy dining and socializing at Sportsmans Park Restaurant and Bar, Lester’s Restaurants, and Sportsman's Park sports bar, all nearby for leisure before or after appointments.