Wealth Management in Kansas City

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

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.