Wealth Management

Commonwealth 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 over $500 million in bank assets, 15 banking offices, and over $1 billion in trust assets, we offer the finest in trust and wealth management services combined with the latest personal and business banking products.

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 on-line 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. Best of all, you'll find a dedicated team that will work with you to build a relationship... in addition to building your assets.