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 Partner

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

Central Trust: Wealth Management

Great for:

Customers with a minimum of $500,000 in investable assets

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

Find an Advisor
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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!

Find a Location

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Central Bank and Central Investment Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Central Bank deposits and are not FDIC insured. These products are not obligations of Central Bank and are not endorsed, recommended or guaranteed by Central Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL representative associated with this website may discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.