Investing & Wealth

Investing for Every Step of Your Financial Journey

Receive personalized strategies, professional guidance, and a full suite of financial tools to help you build, manage, and protect your wealth—at every stage of life.

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Grow and Protect Your Wealth With our Trusted Partners

Whether you're just getting started with investing or looking for comprehensive wealth management, our bank connects you with trusted professionals through our two experienced partners: Central Investment Advisors and Central Trust.

Central Investment Advisors

Great for:

Customers investing $50,000 to $500,000

With Central Investment Advisors, you'll get flexible options and a personalized experience to help you build your wealth.

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What you can expect:

Flexible fees
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Central Investment Advisors can use both fee-based and commission-based models, depending on what best suits your needs and goals.

Investment choices
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Receive diverse, customized investment options with risk management and ongoing monitoring to match your goals and comfort level.

Personal attention
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An advisor who builds a personal relationship to understand your unique needs and deliver customized plan recommendations that align with your goals.

Aligned with your interests
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Investment planning focused on understanding your goals, risk tolerance, and aspirations to ensure every strategy is what's best suited for you.

Business services
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Recommended business strategies designed to improve revenue growth, manage risk and debt, and align operations with long-term goals.

Central Trust: Wealth Management

Great for:

Customers with $500,000+ in investable assets

Central Trust offers a tailored, highly personalized approach for clients with more complex financial goals.

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What you can expect:

Fee-based service
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Central Trust provides fee-only solutions, all free from conflicts of interest.

A team of professionals
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150+ advisors averaging 26 years' wealth management experience, holding CFP®, CFA, CPA, CTFA, JD credentials, managing approximately $9 billion in assets.

A tailored strategy
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A process that starts by gaining a deep understanding of your unique goals, then develops a fully tailored financial plan designed to help you achieve them.

The fiduciary standard
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A team that acts in your best interest by providing conflict-free advice, free from hidden commissions, because doing what’s right for you is our priority.

Advanced wealth management services
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Access to comprehensive, in-house solutions, including investment management, financial planning, estate planning, and tax strategies, all coordinated by your advisor team.

Business services
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As your business grows, we can offer a broad range of services so you can fully focus on running your business.

Come Visit Us!

If you'd prefer to visit with us in person, we'd love to meet and discuss what options are right for you!

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