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.
Your goals, our priority. At Central Bank, we take a personalized approach to investing. Whether you're just getting started or managing a complex portfolio, our experienced team works with you to build a strategy aligned with your long-term goals.
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.
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.
Find an AdvisorCentral Investment Advisors can use both fee-based and commission-based models, depending on what best suits your needs and goals.
Receive diverse, customized investment options with risk management and ongoing monitoring to match your goals and comfort level.
An advisor who builds a personal relationship to understand your unique needs and deliver customized plan recommendations that align with your goals.
Investment planning focused on understanding your goals, risk tolerance, and aspirations to ensure every strategy is what's best suited for you.
Recommended business strategies designed to improve revenue growth, manage risk and debt, and align operations with long-term goals.
Great for:
Customers with $500,000+ in investable assets
Central Trust offers a tailored, highly personalized approach for clients with more complex financial goals.
Find an AdvisorCentral Trust provides fee-only solutions, all free from conflicts of interest.
150+ advisors averaging 26 years' wealth management experience, holding CFP®, CFA, CPA, CTFA, JD credentials, managing approximately $9 billion in assets.
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.
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.
Access to comprehensive, in-house solutions, including investment management, financial planning, estate planning, and tax strategies, all coordinated by your advisor team.
As your business grows, we can offer a broad range of services so you can fully focus on running your business.
We're here to help you figure out the best fit. Talk to a banker or schedule a free consultation with a wealth advisor.
Discover how our insurance and private banking services can complement your investment strategy—offering added protection, flexibility, and personalized support for your financial goals.
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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