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Wealth Management Services

Let City’s Wealth Management Team Help You Manage Your Money And Plan for Your Financial Future

At City, we understand that everyone’s financial needs are different. That’s why our Wealth Management advisors work closely with each of their clients to create a personalized plan tailored to meet their unique goals. With retirement planning, investment management and legacy wealth planning services, we can help you manage your money today and plan for the future.

To learn more about our Retirement, Investment and Trust & Estate services

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Why Choose City Wealth Management?

  • Local Service

  • $25K Minimum Account Relationship

  • Personalized Plans

  • All-Inclusive Fee Structure

  • 24/7 Online Account Access

  • $2B+ Management Portfolio

  • In-House Investment Management

  • Proven Record of Investment Returns

Your Finances, Your Way

City’s Wealth Management team now offers MyBlocksSM, an interactive financial planning tool that makes complex financial topics fun and easy to understand.

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Manage Your Dreams

 

Whether you need help getting started with retirement planning, you’d like someone to review your current investment portfolio, or you’re just trying to determine if Wealth Management services are right for you, we can help.

Complete this form and one of our local advisors will give you a call to discuss your goals.

Wealth Management Contact Form
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