By adhering to the Fiduciary Standard and by eliminating conflicts of interest, Central Trust Company delivers best in class wealth management solutions tailored to your unique individual needs.
What Sets Us Apart
With a comprehensive and disciplined approach to financial and estate planning and investment management, we always strive to tailor a long-term plan to fit your needs. Because, when it comes to what matters the most, we’re there for you every step of the way.
We Are A Fiduciary
Central Trust Company is a fiduciary, meaning we act in your best interest, always. We are legally obligated and ethically bound to provide wealth management advice without conflicts of interest. Our clients know that our recommendations are made because it’s the right thing for them, not because we receive some type of remuneration.
Focused On You
We start constructing your customized plan only after we have a complete understanding of your goals, objectives, risk tolerance, time horizon, and needs.
We have no proprietary funds or investments, and our interests are aligned with yours through fee-only compensation. We do not receive any remuneration from any securities we recommend.
Local Decision-Making, National Expertise
Because we are locally owned, our decisions are too. We also have access to a multitude of research and investment partners allowing us to provide a wide range of investment options and solutions, but always free from conflicts of interest.
We make decisions based on your long-term goals, including opportunities to lower your tax obligations and increase your ability to reach those goals.