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Wealth Management

Reach For Your Financial Goals

Invest in what matters with CorTrust's wealth management services. Whether it's your family, business, farm, or future, your priorities are our criteria for creating a plan that works with your financial situation—at any stage of life.

Let us help you build, preserve, and transition your funds. Consult with one of our professionals for guidance through a comprehensive wealth management plan.

Financial Planning

Let the advisors of CorTrust Wealth Management help you plan for your future through our financial planning services. Whether you are looking for a retirement plan, life insurance analysis, or cash/debt management, our professionals are here to help! Check out our full suite of financial planning services.

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Investment Services

CorTrust Wealth Management is invested in your future. Our investment service options include investment management services, institutional investment services, individual retirement accounts, employee benefit plans, and more. Get started today!

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Trust Services

We provide absolute objectivity and the foresight necessary to ensure your needs and those of your beneficiaries are properly addressed. Count on us to help with personal trust services, asset management services, custody services, estate settlement services, and more!

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Farm Management

With over 9,000 acres currently being managed by our trusted farm management team at CorTrust Wealth Management, we have the expertise to solve day-to-day management problems while optimizing net farm income. We offer a number of services to assist clients with their personal farm goals - check them out today!

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Wealth Management Team

With over 200 years of combined experience, our wealth management team has the knowledge and industry insights to help you achieve your financial goals. Contact them today!

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