Wealth Management Strategy

Maincity Trust Bank Advisory Group is focused on providing a personalized approach to your unique financial situation. Here's how we build a wealth management strategy that meets your goals.

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Personalized attention

You are a distinct individual and your personalized plan should reflect that. As one of the most rare and beautiful occurrences in nature, a Maincity Trust Bank Advisory Group is one in a million, just like you.

Trust

As always, our advisors, processes, and insights are centered around earning and maintaining your trust.



Holistic plan

We actively listen to your goals to build tailored solutions that work for you. Read on to learn more about our investment philosophy.



Our investment philosophy is built on three fundamental tenets:

Comprehensive portfolio construction

Ensures diversified portfolios are aligned with client objectives while maintaining a strong risk management approach.

Quality

Emphasizes an approach that allows us to participate and protect through the ups and downs of the market.

Flexibility

Affords the ability to identify and make mid-game adjustments as opportunities are presented.

Financial planning

We work with you to build a plan for smart, sound investments based on your financial needs, and long-term goals.

Trust and estate services

Creating a plan to protect your financial legacy is what we do best. Our advisors take time to understand what you want to achieve, and they know how to help make it happen.

Retirement services

We can help you create the right retirement plan for your employees, while ensuring they meet your needs and your budget.

Expect a disciplined investment approach

Our team works hard to ensure your portfolio is well aligned with your long-term goals while taking advantage of investment opportunities as they arise.

Retirement security

We can help you create the right retirement plan for your employees, while ensuring they meet your needs and your budget.

Trust vs. will: What is right for me?

Wills and trusts both have benefits in securing your financial legacy. What is right for you depends on the types of assets you have and how you want to transfer them.