Bank of the Bluegrass & Trust Co.’s Wealth Management Department has been offering a full range of fiduciary services as well as comprehensive investment management services for personal, corporate, and non-profit assets since 1972.
Our Wealth Management team delivers personalized service that exceeds expectations. We have an unyielding commitment to our mission statement, and it serves as the foundation for how we run our business, how we treat our customers, and how we treat each other. We provide first-class service to all our clients based on a mission statement that is guided by the passage that instructs that we should “do unto others as you would have them do unto you.”
We work in partnership with our clients to implement investment strategies and personal support services that address individual needs and objectives. Our goal is to provide the best possible investment management and trust services experience in order to build long-term relationships. We shall accomplish our goal by following a consistent and dependable investment process and utilizing our resources to deliver the highest return for investors within each individual risk tolerance level.
Our Wealth Management team has over 70 years of combined experience and is able to handle issues relating to trust and conservatorship administration which can sometimes become very complex and emotional for loved ones. In today’s information age, geography is not a boundary for delivering quality Wealth Management services. Our clients are located from Oregon to Maryland and from Florida to France. Geography is not a barrier to delivering exceptional, personalized service to our clients.
SOME OF OUR SERVICES:
- Investment Management
- Estate Planning
- Retirement Planning
- Trust Administration
- Revocable Trusts
- Irrevocable Trusts
- Charitable Trusts
Please contact Bank of the Bluegrass & Trust Co.
Wealth Management today for all your Wealth Management needs at (859) 233-8916; or visit us at 215 Southland Dr. Suite 200, Lexington, KY.
Disclosure* These products are not FDIC-insured, are not bank guaranteed and may lose value. These products are subject to investment risks, including possible loss of the principal amount invested.