Our CORONAVIRUS (COVID-19) Information Update

Our Difference Slider Image OUR DIFFERENCE You deserve customized investment advice free from conflicts of interest. That's why it's important to work with a fiduciary like Central Trust Company. Learn More OUR DIFFERENCE You deserve customized investment advice free from conflicts of interest. That's why it's important to work with a fiduciary like Central Trust Company. Learn More SOS Slider Image SECOND OPINION SERVICE Is your financial advisor acting in your best interest? Is your investment and financial plan meeting your needs and expectations? Learn More SECOND OPINION SERVICE Is your financial advisor acting in your best interest? Is your investment and financial plan meeting your needs and expectations? Learn More Our Team Slider Image TEAM-BASED APPROACH You deserve a highly credentialed and experienced team that is dedicated to your unique investment and wealth management needs. Learn More TEAM-BASED APPROACH You deserve a highly credentialed and experienced team that is dedicated to your unique investment and wealth management needs. Learn More

OUR PROMISE | Always Acting in Your Best Interest

Central Trust Company was founded upon one defining principle: to always act in your best interest. Through the decades, our adherence to the “Fiduciary Standard” and the focus on our client’s best interest, has propelled our growth to more than $7 billion in client assets. We provide world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate, and tax planning services; all free from conflicts of interest. We also pride ourselves on providing legendary client service, being mindful of our midwest values and never forgetting our roots, dating back to 1902.

OUR SOLUTIONS | Focus and Dedication. We’re Here to Find Solutions For You.

WHAT OUR CLIENTS SAY | Learn About the Central Difference

Man in Client Meeting "Central Trust has the ability to hire excellent people. Everyone we deal with at Central Trust is kind and caring, and that instills the confidence we appreciate. This is how we know we are with the right company." Learn More About Our Commitment to Community Our Commitment to Community Mom Hugging Daughter "I think Central Trust gives outstanding service in both portfolio and relationship management. My family has been with them for many years and I am VERY HAPPY." LEARN MORE ABOUT OUR SOLUTIONS OUR SOLUTIONS Couple on Dock "I could go anywhere, but I like the people and I trust the people. Trust is a huge element." REACH OUT AND TALK TO US TALK TO US Women in Meeting "Central Trust has a great deal of expertise; not only are they extremely knowledgeable, but they are always on top of their game, and are wonderful people on top of it all." MEET OUR TEAM MEET OUR TEAM Dad and Son Walking "Central Trust has always been responsive and answered my questions quickly - often with more information than I asked for. They are aware of all the little details to help make decisions." LEARN ABOUT OUR HISTORY OUR HISTORY "In the present era when you want to talk to a human being, you usually end up with having to navigate a plethora of voice prompts from a recording or talking to someone half-a-world away in a "Dilbert Cube." This is not true with Central Trust. I value the personal attention the Central Trust Staff provides its clients." LEARN ABOUT OUR VALUE PROPOSITION OUR VALUE PROPOSITION "In the present era when you want to talk to a human being, you usually end up with having to navigate a plethora of voice prompts from a recording or talking to someone half-a-world away. This is not true with Central Trust. I value the personal attention their staff provides." New Family "Central Trust Company officers have always been patient and ready to help in any way. Each time I have met with the officers they have made me feel confident in the handling of my account. I appreciate their honesty, sincerity, and openness!" LEARN MORE ABOUT OUR EXPERIENCE OUR EXPERIENCE

OUR LATEST INSIGHTS | Information That Matters to You

Do Your Need To Revisit Your Estate Plan?
Is it Time to Revisit Your Estate Plan?
When was the last time you reviewed your estate plan? If you haven’t reviewed your plan since the day you originally signed documents at your attorney’s office, you’re not alone.
Read Full Article
Estate Planning For Digital Assets_Graphic
Estate Planning for Digital Assets
In today’s digital world, almost everyone has online accounts. Have you thought about what will happen to these assets when you're gone?
Read Full Article
Planning For RMDs Desk Set Up
Planning for RMDs in 2021
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
Read Full Article
Children And Inheritance
Talking to Children About Inheritance
You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?
Read Full Article
Tax Season Checklist_Thumbnail
2021 Tax Season Checklist
To prepare for tax filing season, there are several things you should take into consideration.
Read Full Article
Couple Reviewing Finances
Uncertainty vs. Certainty of Death and Taxes
When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.
Read Full Article
Desktop Calendar 2020
2020: The World Reshaped
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
Read Full Article
Tax Banner
2020 YEAR-END TAX PLANNING CONSIDERATIONS & A LOOK TOWARDS THE FUTURE

By Kristin Carter, CPA – Vice President, Tax Officer As this challenging and unprecedented year…

Read Full Article