Wealth Management
We established our Trust and Financial Services Division in February, 1986. Since that time we have been providing Baldwin and surrounding counties with a full array of estate and investment planning services. Our team stands ready to assist you in designing a comprehensive wealth management plan to meet your needs.
Trust Services
At Century Bank and Trust, we believe that a successful wealth management plan should include tools to ensure that your assets are properly managed in the present and future. Our Wealth Management Team can assist you in developing a plan that utilizes these tools to ensure that your assets are managed to last for many generations to come.
We have the following tools available to assist you in this part of your wealth management plan:
- Personal Trust
- Revocable Living Trust
- Insurance Trust
- Charitable Trust
- Irrevocable Trust
- Marital Trust
- IRAs
Trust services are:
- Not insured by the FDIC
- Not a deposit
- Not guaranteed by a bank
- Not insured by any state or federal government agency
- May go down in value