Wealth Management Services

You define freedom.
We’ll design the path to help get you there.

  • Estate planning. Create an estate plan that reflects the legacy you want to leave.
  • Insurance reviews. The right insurance will provide confidence for those “what-ifs” in life.
  • Investment management. Get transparency of information, seamless proactive service, and trust and accountability to help you find your freedom.
  • Business planning and succession. Help grow and protect your assets, put together tax-smart strategies, and prepare to pass your dream on to the next generation.
  • Trust and tax planning. A review of your recent tax returns may identify potential savings or restructuring opportunities, revealing proactive ideas to save money in the future.

Meet Sam

Sam Vande Weerd

Sam Vande Weerd is a Managing Partner and a Wealth Advisor for Carson Wealth. He helps create a vision and unique plan for clients to determine what they want their money to do for them and how to take steps to meet those goals. He utilizes a complete financial planning process to best serve clients. Sam focuses on providing high net-worth and business succession planning. Throughout his professional career, Sam's goal has always been to help people, and he believes when clients are able to use their resources to bless themselves, their families, and others, it can be very satisfying.

A graduate of Rock Valley High School, Central College in Pella and Iowa State University, Sam has two decades of experience as an advisor. He holds a CRPC designation and also volunteers at his church.

Outside of the office, Sam enjoys spending time with his children and grandchildren, exercising, and cheering on the Hawkeyes. He also enjoys traveling with his wife, Jill.

Learn More About Sam

 

Premier Bank has partnered with Carson Wealth

Carson Wealth

Carson Wealth receives referrals from Premier Bank to provide Wealth Management Solutions.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Premier Bank does not provide investment advisory services.

Investments are NOT FDIC INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK GUARANTEED, MAY LOSE VALUE

 

 

Brella Man

Brella™

(Shazam BOLT$ has been updated to Brella™.)

  • Automatically receive email alerts about your card transactions
  • Check your balance
  • Turn on and off your card without affecting previous transactions if your card is stolen or is temporarily misplaced

Download the Brella™ application for free from your device app store today!

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