Bart Schulte and Trenny Garrett - Lake of the Ozarks Team

Bart Shulte, CWS® & Trenny Garrett, J.D., CFP®

Making Retirement the Best Years of Your Life

You’ve worked hard and saved diligently so that you can enjoy your retirement. Our wealth management team is committed to working just as hard for you. We deliver integrated wealth management through comprehensive financial planning and world-class investment solutions that fit your individual needs. Importantly, we adhere to the “Fiduciary Standard”, eliminating conflicts of interest and always acting in your best interest.

When is the last time you assessed whether you were truly ready and able to retire? Will you continue to be able to live the lifestyle to which you have become accustomed?  Our wealth management professionals, Bart Schulte, MBA, CWS® and Trenny Garrett, J.D., CTFA, stand ready to assist you in answering these questions and to help craft a customized financial and investment plan just for you.

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Second Opinion Service

For individuals with investable assets of $500,000 or more, Central Trust’s Second Opinion Service (SOS) provides objective evaluation and valuable insight. During our complimentary, no-obligation SOS evaluation, we cover several different topics, including an investment analysis, an estate planning review, retirement and financial planning, tax efficiency, and risk analysis.

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