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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.

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.
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