Wealth Management

Wealth Management

 We realize that with financial success comes responsibilities as well as challenges. Bank & Trust Company has been helping successful individuals, their businesses, and their families meet such challenges for more than a century with comprehensive banking, trust, and wealth management services. Our commitment to you and your family frees you to focus on your life.

Wealth Management Personalized Services Afford:

    • A wide range of customized deposit accounts and credit arrangements.
    • A broad range of investment and brokerage services which encompass retirement planning and tax strategies to portfolio management and securities trading.
    • Comprehensive trust planning and estate administration services.
    • Deposit and cash management services, commercial loans, employee programs.
    • An affordable Wealth Management fee based on assets managed. 1/2 % average month end fair market value of assets managed less any commissions incurred on securities traded within the account.

Wealth Management

Not insured by FDIC · Not deposits or guaranteed by the Bank · Subject to risks including loss of principle

 

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