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Commonwealth Bank and Trust Company

Services

Trust and Estate Services

Read more about our extensive offerings in Trust & Estate Administration, Custody Services, Foundations & Charitable Endowments, and find our Estate Checklist.

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Financial Planning

Discover our Wealth Management Solution and learn more about our Brokerage and Insurance services.

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Investment Management

Get to know our investment management philosophy and process, as well as our three investment pillars and proprietary strategies.

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Family Office Services

Bringing the big picture into perspective. We are pleased to present our Family Office Services integrated with our Wealth Management Services – a centralized and personalized source for the most comprehensive and innovative financial advisory services available.

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Wealth Management & Trust Services
4350 Brownsboro Road, Suite 210 | Louisville, KY 40207 | Phone: 502.259.2500 | Email: trust@cbandt.com

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.