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Wealth Management & Trust Services

What stage of life are you in now? What do you want to achieve? What will it take to get there? We help you understand your options and make decisions. And, we stay in touch. Through regular meetings we continually assess your changing needs and help you plan, invest and manage your accounts accordingly.

Call today to schedule a free financial checkup at (816) 795-4063.

Financial Planning

An overall look into your personal financial goals with a road map of how to get there.

Portfolio Analysis and Second Opinion

Look at asset allocation, diversification, and risk and return.

Investment Management

An individualized investment plan suited to match your personal risk tolerance and investment goals while minimizing volatility through diversification.

Retirement Plan Consulting

Planning that projects income necessary to sustain your current lifestyle and develops a strategy to achieve that goal.

Personalized Banking

Individualized solutions to banking needs using the full resources of a great community bank.

Personal Trust Account

An account in which Blue Ridge Bank serves as the current trustee, providing asset management, record keeping and tax preparation for the trust.

Tax Planning

Planning to minimize income taxes and estate taxes.

Insurance Analysis

Is your coverage adequate, appropriate and cost effective?

Protection in Case of Incapacity

Estate Planning

 

Not FDIC Insured ~ Not Bank Guaranteed ~ May Lose Value ~ Not a Deposit ~ Not Guaranteed by any Federal Government Agency