About Wealth Management & Trust GroupCommonwealth Wealth Management & Trust Group, an integral part of Commonwealth Bank & Trust Company, has had a reputation for honesty and integrity since it began in 1887. With more than $1 billion in trust assets, we offer comprehensive investment, trust and wealth management services with a singular focus on long-term relationship building and personalized service.
Based in Louisville, Kentucky, Commonwealth Bank & Trust Company remains locally owned and privately held. We conduct our own investment research, using state-of-the-art methods and technology, complemented by access to the world’s leading economists and financial analysts. Our client service is unparalleled, emphasizing frequent communication, easy-to-understand reports and online account access.
Commonwealth Wealth Management & Trust Group provides comprehensive investment, trust and wealth management services to a range of clients, including individuals, family complexes, foundations, charitable endowments, corporate pension and retirement plans. We work closely with each client to develop a proactive and distinctive approach to managing, growing and preserving assets.
While providing the access and personalized service of trusted local experts, we also have access to all the global tools and resources of a larger company to meet your needs. At Commonwealth, we believe relationship building is crucial to asset building, and we strive to provide unparalleled service and individual attention.
Meet the Wealth and Trust team.
Learn about CBandT's philosophy.
Wealth Management & Trust Services
4350 Brownsboro Road, Suite 210 | Louisville, KY 40207 | Phone: 502.259.2500 | Email: firstname.lastname@example.org
Not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.