Financial services for every stage of life.

We get it.
Life can be so complicated and hectic that it leaves little time to ensure your financial house is in order. That's where we come in.
Current Customer?

Access our Equity TrustDesk platform here.

 

We serve individuals and businesses in all areas of financial management, including:

  • Retirement Planning

  • Investment Management

  • Risk Management

  • Business Succession Planning

  • Wealth Transfer Planning

  • Employee Benefits

Gaylyn K. McGregor

Relationship Manager

Call 316.858.3104  |  Email

 

Glen N. Malan

Trust & Estate Advisor

Call 316.612.6048  |  Email

 

Michal K. Emory

Portfolio Manager

Call 316.612.6027  |  Email

 

Tanya Horn

Client Associate

Call 316.779.1647  |  Email

1565 N Webb Rd
Wichita KS, 67206

Fax: 316.776.6870

Trust and wealth management solutions that fit.

Investment Management
Our tailored solutions are designed to grow and protect your money.
Retirement Planning
Have confidence that you will enjoy the retirement of your dreams.
Business Succession Planning
Our experts will ensure your firm's transition is as seamless as possible.
Wealth Transfer Planning
Ensure your assets will reach the people and places you value most.
 
Risk Management
We specialize in crafting strategies that defend your financial future.
 
Employee Benefits
Our leading strategies will help reward and retain your top employees.
 
 
 
 
 
 
 
 

Equity Trust and Wealth Management investment products are:

Not Guaranteed by any Bank • Not FDIC Insured • Not a Bank Deposit • Not Insured by Any Federal Government Agency • May Go Down in Value

 
 

Questions?

We're here to help.