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Building a financial roadmap with your goals in mind.
Financial Planning


Our wealth planning services provide you with a master plan that is the result of blending each component of your financial life with integrated, custom strategies. We offer a disciplined planning process, based upon the level of detail you would like in your plan. 
To achieve your financial goals, our plan assessments include the following:

  • Financial Goals and Obligations
  • Asset Allocation
  • Retirement Income Analysis (Including Social Security) 
  • Stock Option Analysis
  • Education Planning
  • Business Succession Planning
  • Risk Management (Long Term Care/Life/Disability Insurance) 
  • Estate Planning


Wealth Management & Trust Office Locations

Louisville Offices

The Summit
4350 Brownsboro Road
Suite 210
Louisville, KY 40207

First Trust Centre
200 South Fifth Street
Suite 100N
Louisville, KY 40202

Lexington Office

360 E. Vine Street
Lexington, KY 40507

Cincinnati Office

101 W. Fourth Street
Cincinnati, OH 45202

Indianapolis Office

11450 N. Meridian Street
Carmel, IN 46032


Contact Wealth Management

Call (502) 625-1005, Contact an Advisor, or fill out the form below and one of our advisors will contact you. 

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