Invested in Your Success

CorTrust Wealth Management helps add value to your financial planning journey through sound advice and helpful resources. Check out our investment service options.

Investment Management Services

Guided by clear strategies and principles we will design an investment portfolio that meets your needs. We provide the following portfolios:

  • Taxable accounts*
  • Tax qualified retirement accounts*
  • Asset allocation models*
  • Individual stock and bond portfolios*

Institutional Investment Services

Our institutional clients include foundations, endowments, private/public trust companies and non-profit organizations. We offer the following services for our institutional clients:

  • Investment advisory services*
  • Custody services
  • Escrow services

Individual Retirement Accounts

Individual Retirement Accounts (IRAs) allow your retirement savings to accumulate faster by deferring tax payments or even achieving tax-free growth opportunities. We can provide complete investment management for your IRA, or you can direct your own IRA in a broad range of investments. We offer:

  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs
  • Custodial IRAs
  • Simple IRAs
  • Simplified Employee Plans (SEPs)

Employee Benefit Plans

CorTrust Wealth Management specializes in designing and supporting tailored plans that strengthen your company's retirement options and ease administration. Services include:

  • 401(k) plans*
  • Profit sharing plans*
  • Money purchase plans*
  • Non-qualified deferred compensations plans*
  • SEP IRAs*
  • New comparability plans*
  • Age-weighted plans*
  • 457 plans*
  • 403(b) plans*
  • SIMPLE IRAs*

College/Educational Savings Accounts

These accounts offer tax-free investment growth and tax-free withdrawals when funds are spent on qualified education expenses (college and K-12 expenses/purchases). We offer the following educational savings accounts to our clients:

  • 529 plans
  • Coverdell ESA's
  • Custodial accounts (UGMA/UTMA)

*Services offered through Raymond James Financial Services Investment Advisor Representatives. Raymond James and its advisors do not offer tax or legal advice. you should discuss any tax or legal matters with the appropriate professional.

Get Started Today!

For more information, contact us today.