Private Wealth

Comprehensive Financial Planning

Successful individuals and families often have unique financial goals, which makes a comprehensive approach to financial planning crucial. Our team has the expertise needed to help you plan for each stage in life.

Because we approach each client as a relationship, having an in-depth understanding of your objectives helps as we analyze your financial situation and provide specific advice and recommendations. Our Private Wealth team will implement and manage your plan using customized strategies. We believe financial planning is a continuous cycle, so we regularly monitor and review performance, making adjustments as needed.

Investment Management

At Bankers Trust, we treat investment management as an ongoing process to help you achieve your future goals.

Our approach addresses your whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.

As appropriate, we partner with Bankers Trust’s affiliated SEC-registered investment advisor, BTC Capital Management, to serve your advanced strategic portfolio management and investment advisory needs.

Founded in 2003, BTC Capital Management’s philosophy includes a fundamentally sound investment approach and risk-aware portfolio construction. BTC Capital Management is a trusted partner experienced in tailoring investment solutions to fit unique needs and cultivating long-term client relationships. Our combined teams have CFAs, CFP® practitioners, CPAs, CTFAs and JDs.

Fiduciary Services

You’ve spent much of your life accumulating your wealth – now is the time to plan the future of it. Bankers Trust is a full-service provider with trust and estate administration services.

Our team works as an unbiased party to help you make complex financial decisions, which often come at difficult or transitional times in life. Whether during your lifetime or for future generations, Bankers Trust can serve as trustee or executor on a full range of types of trusts, from basic to complex.