Online Banking

We act with undivided loyalty and the utmost good faith, while being guided

by only what is in the best interests of our clients.

 

Who We Are

We provide trust administration and wealth management services by delivering face-to-face, personalized service, sound investment management and financial planning.

  • Local & Independent-Bank of the Bluegrass & Trust Co. is a locally owned, independent community bank. Our focus is providing high level customer service and creating relationships for life.
  • Experienced & Accessible-Our team has over 150 years of experience in wealth management and trust administration. We know communication is important to you, and we keep you informed every step of the way. When you need to reach out to us, we will answer your call.
  • Dynamically Strategic-We are continuously monitoring your plan. As your goals and priorities evolve, we have the capability to quickly and strategically adapt your plan to take advantage of new opportunities.

Who We Serve

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.

  • Retirees
  • Individuals | Families
  • Trusts
  • Business Owners
  • Corporate Executives
  • Estates
  • Non-Profits
  • Foundations
  • Endowments

Services

  • Retirement & Estate Planning-We provide comprehensive financial planning, and we work directly with your attorneys, accountants and other professionals to ensure you have a coordinated, comprehensive financial plan.
  • Trust Administration-Our team has over 150 years combined experience in administering trusts. We adhere to the provisions established in the trust and communicate regularly with the beneficiary.
  • Investment Management-For over 40 years, we have been delivering outstanding long-term investment performance along with exceptional client service. Our process begins by first establishing a strategic allocation based on your risk tolerance. We then make tactical changes along the way as your goals change or market conditions warrant.

Our Objective

  • Provide Comprehensive Retirement, Tax, Estate & Philanthropic Planning-We leverage our experience and expertise to help you fulfill your goals and the dreams you have for your life, family and community.
  • Execute Investment Strategies for Wealth Growth & Retirement-Our goal is to preserve and enhance your investment return with consistently strong performance in all market environments giving you peace of mind and confidence to pursue your financial future.
  • Cultivate Multi-Generational Relationships-We will get to know you and your family to enable continuity of service through the various generations.

Your Dedicated Team

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.

Jerry Johnson

Jerry M. Johnson

Senior V.P.

Director of Wealth Management

(859) 233-8903

Chad Rudzik

Chad F. Rudzik

V.P.

Wealth Management Advisor

(859) 233-8934

Jeff Schreifer

Jeff Schriefer

CTFA, MBA

V.P. Sr. Wealth Advisor

(859) 233-8929

Kelly Montgomery

W. Kelly Montgomery

AIF®, APMA®

V.P. Sr. Portfolio Manager

(859) 280-3847

Magda Perez Image

Magda L. Pérez

V.P.

Relationship Manager

(859) 233-8916

THE BANK OF THE BLUEGRASS WAY

We help our clients achieve peace of mind by helping them grow wealth, enjoy retirement and establish a legacy for their family and community.

Call us today to schedule an appointment and learn how we can help you manage and grow your wealth.

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.