Wealth & Trust
At Commonwealth Bank & Trust, we’re investing in what really matters – our clients and their goals. Our experienced team of advisors can provide sound financial guidance, along with investment strategies customized to fit your current objectives and future needs. We also offer comprehensive investment, trust and wealth management services with a focus on long-term relationship building and personal attention.
Wealth & Trust History
Commonwealth Wealth Management & Trust Group, an integral part of Commonwealth Bank & Trust, has had a reputation for honesty and integrity since it began in 1887. With more than $2.5 billion in trust assets, we offer comprehensive investment, trust and wealth management services with a singular focus on long-term relationship building and personalized service.
Based in Louisville, Kentucky, Commonwealth Bank & Trust remains locally owned and privately held. We conduct our own investment research using state-of-the-art methods and technology, complemented by access to the world’s leading economists and financial analysts. Our client service is unparalleled, emphasizing frequent communication, easy-to-understand reports and online account access.
Commonwealth Wealth Management & Trust Group provides comprehensive investment, trust and wealth management services to a range of clients, including individuals, family complexes, foundations, charitable endowments, corporate pension and retirement plans. We work closely with each client to develop a proactive and distinctive approach to managing, growing and preserving assets.
While providing the access and personalized service of trusted local experts, we also have access to all the global tools and resources of a larger company to meet your needs. At Commonwealth Bank & Trust, we believe relationship building is crucial to asset building, and we strive to provide unparalleled service and individual attention.
Wealth & Trust Philosophy
Commonwealth Trust Company is dedicated to providing the highest possible value to our clients by keeping their interests at the forefront of everything we do. We view client relationships as long-term partnerships, built on our guiding principles of integrity, accountability, loyalty and teamwork.
At Commonwealth, we are in partnership with our clients, dedicated to working as a cohesive team to provide comprehensive financial planning, investment management and generational trust and estate solutions. We are committed to providing the highest quality investment management through sound guidance, superior investment performance, competitive fees and unsurpassed client service.
*Investment Products are NOT FDIC Insured/ Investments NOT Guaranteed/ Investments MAY Lose Value