We provide trust administration and wealth management services by delivering face-to-face, personalized service, sound investment management and financial planning.
“I had my wealth management account with a large, national brokerage firm for several years. Service was OK, but I felt like I was not getting the attention I would like. I moved my account to Bank of the Bluegrass 4 years ago, and I have not looked back. I could not be more pleased with the performance and the service. My Relationship Manager and I meet once a quarter and more, if needed. My only regret is I did not move my relationship sooner.” -David Fisher
Geography is no barrier to receiving an exceptional client experience. From France to Mexico and throughout the United States, our clients receive the same level of outstanding service.
“There has not been a single time that I made a request that the Bank of the Bluegrass Wealth Management Team did not deliver, and never with delay. Having to ask a service provider only once for a request is a business model that needs to be imitated, especially in the current financial climate. From investment to banking to fiduciary needs, they cover all with professionalism and perfection.”-Esther von Unrug, Ph. D, Operations Manager for Thomas P. von Unrug MD
Our team has an unyielding commitment to our mission statement. This serves as the foundation for how we run our business, how we treat our clients and how we treat each other.
We understand that being a community bank brings with it a responsibility to the community. To that end, our Wealth Management team is involved with numerous non-profit boards and charities to consistently affect positive change.
We combine our global investment reach with our advanced financial and trust knowledge and our local, family-based commitment with superior client service to create world-class strategies and strong relationships. We believe that makes Bank of the Bluegrass Wealth Management the perfect choice for you and your family.
We help our clients achieve peace of mind by helping them grow wealth, enjoy retirement and establish a legacy for their family and community.
Products are not insured by the FDIC. Products are not deposits or other obligations of Bank of the Bluegrass and are not guaranteed by the Bank. Products are subject to Investment risks including the possible loss of the principal amount invested. Information on this website is for informational purposes only and not an offer to sell or solicit an offer to buy any security. Individuals can only transact business in a jurisdiction after satisfying licensing and qualification requirements.