Wealth Management












It's Never Too Early To Plan For Tomorrow!

Over the past 75 years, CorTrust bank has helped generations of families build, manage, preserve and transition wealth.

Our comprehensive approach to wealth management is based on our client's values and focuses on developing a clear picture of their unique needs, dreams and goals, leading to a personalized, tailored action plan to help them achieve those dreams and goals.

Our "values-based" financial planning process is a multi step approach to make the client's comprehensive plan efficient, understandable and successful:

  • Identify Client's Values
  • Understand clients dreams and goals
  • Analyze clients current financial situation
  • Design and create financial blueprint to guide the client
  • Implement the blueprint with the assistance of a trusted financial advisor and team of specialists.