Indiana Trust Wealth Management

Indiana Trust Wealth Management Individual & Family Wealth. Qualified Retirement Plan Administration. Nonprofit Organizations & Foundations.

Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with $2.5 billion in assets under management, Indiana Trust is deeply committed to the communiti

es it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust.

• Investment Management
• Financial Planning
• Trust & Estate Administration
• Estate Settlement
• Individual Retirement Planning
• IRA Rollovers
• Qualified Retirement Plan / Employee Benefit Plan Administration
• Non-Profit / Foundations / Endowment Services

With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do.





When you're ready to take the next step, talk with Indiana Trust.

Bound by the fiduciary standard of care, Indiana Trust has an obligation to act solely in your best interests.
06/01/2026

Bound by the fiduciary standard of care, Indiana Trust has an obligation to act solely in your best interests.

🚗✨ Innovation, investment, and regional growth were front and center at the South Bend Regional Chamber of Commerce’s Qu...
05/28/2026

🚗✨ Innovation, investment, and regional growth were front and center at the South Bend Regional Chamber of Commerce’s Quarterly Networking Luncheon on May 12 at Knollwood Country Club — with Indiana Trust Wealth Management proudly recognized as series sponsor.

Chamber President & CEO Jeff Rea interviewed Mike Leep, Jr. regarding the transformational new Gurley Leep Automall campus currently under development in Mishawaka.

The state-of-the-art 70-acre campus represents one of the region’s most significant recent private investments and is expected to bring together the family’s local dealerships, service operations, and customer amenities into a single, destination-focused experience.

Indiana Trust appreciates the opportunity to support conversations that highlight the vision, leadership, and economic momentum shaping the future of Michiana.

Learn more about the South Bend Regional Chamber of Commerce: https://southbendregionalchamber.com/






Indiana Trust Wealth Management was honored to host a table for the 2026 LaSalle Council of Scouting America’s Good Scou...
05/26/2026

Indiana Trust Wealth Management was honored to host a table for the 2026 LaSalle Council of Scouting America’s Good Scout Luncheon, held May 21 at the new 11/11 Club overlooking Four Winds Field in downtown South Bend.

This year’s luncheon recognized Andrew Berlin — business leader, philanthropist, and owner of the South Bend Cubs — with the 2026 Good Scout Award.

As Scouting America shares, the Good Scout Award recognizes individuals who, through their professional and personal lives, exemplify the Scout Oath and Law.

Mr. Berlin’s vision, leadership, and enduring investment in the South Bend region are a testament to the very best of that spirit.

Indiana Trust is proud to support organizations like Scouting America that prepare young people to make ethical and moral choices throughout their lives by instilling the values of the Scout Oath and Law.

Learn more about LaSalle Council, Scouting America: https://lasallecouncil.org/






On Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our nation. T...
05/22/2026

On Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our nation. Their courage and sacrifice remind us that freedom is never free.

With deepest gratitude.



Indiana Trust Wealth Management was proud to participate in a corporate service project at Cultivate Food Rescue on May ...
05/18/2026

Indiana Trust Wealth Management was proud to participate in a corporate service project at Cultivate Food Rescue on May 11, 2026!

Colleagues volunteered across two dedicated shifts, working together on a variety of essential tasks in support of Cultivate’s mission to make a meaningful difference for individuals and families facing food insecurity throughout our region!

Indiana Trust is committed to supporting organizations that strengthen our communities through compassion, sustainability, and direct impact.

Learn more about Cultivate Food Rescue: https://cultivatefoodrescue.com/






Indiana Trust Wealth Management was honored to support YWCA North Central Indiana’s 2026 “Save Our Shelter Gala” on May ...
05/13/2026

Indiana Trust Wealth Management was honored to support YWCA North Central Indiana’s 2026 “Save Our Shelter Gala” on May 7th at the Lerner Theatre in Elkhart, with a table that included both colleagues and their guests.

This incredibly impactful evening brought together compassionate community leaders, advocates, and supporters dedicated to advancing YWCA North Central Indiana’s critical mission of providing life-saving services for women and children in crisis.

Heartfelt congratulations to Jacqueline Barton, recipient of the 2026 Safe Haven Champion for Women & Children Award, and to the RV Women’s Alliance, honored with the 2026 Safe Haven Community Partner Award, for their extraordinary leadership and commitment to creating safer futures for vulnerable families throughout our region.

Indiana Trust is proud to stand alongside organizations like YWCA North Central Indiana that provide essential shelter, advocacy, and hope while strengthening the well-being of our broader community.

Learn more about YWCA North Central Indiana: https://www.ywcancin.org/what-we-do

The U.S. stock market ended last week with strong gains, which led to record highs for the S&P 500 and the NASDAQ. The s...
05/12/2026

The U.S. stock market ended last week with strong gains, which led to record highs for the S&P 500 and the NASDAQ. The surge in stock values was largely driven by a better-than-expected jobs report (see below), falling crude oil prices, and robust tech company earnings. Investors continued to favor risk, despite the ongoing tensions in the Middle East. Information technology led the market sectors, while energy and utilities underperformed. Crude oil prices declined as President Trump said the ceasefire with Iran would remain in effect despite fresh clashes between U.S. and Iranian forces. Bond yields changed little last week as uncertainty persisted over how quickly the U.S. and Iran might reach an agreement to end the conflict.

Full report: https://www.indtrust.com/blog.htm?ID=18612

Unbiased advice, tailored to each client’s unique circumstances.
05/07/2026

Unbiased advice, tailored to each client’s unique circumstances.

Indiana Trust Wealth Management was honored to support LOGAN Center’s 2026 “Nose-On Luncheon” at the Gillespie Conferenc...
05/06/2026

Indiana Trust Wealth Management was honored to support LOGAN Center’s 2026 “Nose-On Luncheon” at the Gillespie Conference & Special Event Center in South Bend.

This impactful annual event brought together community leaders, advocates, and supporters in celebration of LOGAN’s mission to empower individuals with intellectual and developmental disabilities through education, resources, and life-enriching services.

Featuring keynote speaker Dr. Joseph Ryan — the Sue Stanzione Distinguished Professor of Special Education, U.S. Fulbright Scholar to Ireland, and founder of Clemson University’s Clemson LIFE (Learning is for Everyone) program — the luncheon highlighted the transformative power of inclusive post-secondary education and expanded opportunities for individuals of all abilities.

Indiana Trust is proud to support organizations like LOGAN that create pathways for greater independence, dignity, and lifelong success for the individuals and families they serve.

Learn more about LOGAN Center, now in its 75th year of service to our communities: https://www.logancenter.org/

Address

4045 Edison Lakes Pkwy
Mishawaka, IN
46545

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Indiana Trust Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Indiana Trust Wealth Management:

Shortcuts

Share

Category