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Wealth Management in Kansas City

When it comes to wealth management, Kansas City and Northern Missouri area residents turn to Citizens Bank & Trust of Kansas City, MO. Citizens Bank & Trust began offering trust and employee benefit services in 1965 and added brokerage services in 1996. Generations of families and businesses depend on our years of experience to guide their financial decisions.

Personal Trust Services

  • Revocable Livings Trusts

  • Testament Trusts

  • Charitable Trusts

  • Special Needs Trusts

  • South Dakota Trust

Employee Benefits

  • Plan Trustee

  • Record Keeper & Administrator

  • Investment Advisor

  • Plan Custodian

  • 401(k) Plans • Profit Sharing Plans • Flexible Benefit Plans/Cafeteria Plans

Investment Management

  • Our Investment Management services provide a disciplined committee-supervised process; complete with internal and external regulatory oversight.

  • We provide our clients with an experienced portfolio manager who is fully supported by the joint resources of Citizens Bank & Trust and our professional partners.

Private Banking

  • Deposit Strategies for maximum safety & earnings

  • Investment Management

  • Tailored Credit Solutions for unique requirements

  • Trust Review & Administration

  • Cash Management Services tto simplify business operations

  • Foreign Exchange for both buisness and personal purposes

Other Services
  • Estate Planning

  • Income & Principal Distribution

  • Elder Care Financial Services

  • Document Interpertation

  • New Donor software BTC Complete!

Checking Your Accounts

If you are enrolled in one of our Retirement or Flexible Benefits plans, or have established a Trust or
Investment Portfolio, you may track your accounts online using the appropriate link in the box to the upper left labeled Wealth Management. Kansas City area residents, Citizens Bank & Trust is here to provide the best possible customer service.

Citizens Bank & Trust Wealth Management Services are-
• Not FDIC insured • May go down in value • Not Financial Institution guaranteed
• Not a deposit • Not insured by any government agency