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Develop a portfolio custom-tailored for you.
IRA & Retirement Rollovers


Our Wealth Management & Trust professionals make it easy to roll over Individual Retirement Accounts (IRAs) and employer retirement accounts such as a 401(k) or 403(b). 
Advantages to having your retirement account managed by a trusted investment management team include the following:

  • A dedicated investment advisor and a wealth advisor will simplify the rollover process and will develop a portfolio that is custom-tailored just for you.
  • Unlike most retirement plans, a full, broad spectrum of investment strategies and products to address each client’s unique objectives and risk tolerance.
  • By consolidating your retirement accounts, you will have a comprehensive view of your assets, which is the cornerstone of professional wealth management.
  • Avoid creating a taxable event when funding a traditional IRA by designating a withdrawal from an IRA or employer retirement plan as a rollover.

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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