Invested in Your Future

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

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*
  • Investment advisory services*

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

  • Custody services
  • Escrow services

Individual Retirement Accounts (IRAs) allow your retirement savings to potentially accumulate faster by deferring tax payments or by achieving tax-advantaged 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)

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*

These accounts offer tax-advantaged investment growth and tax-advantaged 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 provided by Raymond James Financial Services, all other services listed are provided by CorTrust Bank and are not affiliated with Raymond James.

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For more information, contact us today.