Login

Get the app

Forgot Password / Enroll

Login

 

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
Louisville, KY 40202

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

Lexington Office

360 E. Vine Street, Ste. 100
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. 

Please Note: Do not include confidential information such as SSN or account numbers in your form submission.
CAPTCHA This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.