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Wealth Management

Bring your financial plans to life with wealth planning
At Capital Trust Bank, we believe that wealth management is more than just investing. It’s about understanding your aspirations, your risk tolerance, and your long-term objectives. We take a holistic approach to wealth management, considering all aspects of your financial life, from investment planning and asset management to retirement planning and estate planning.
Enroll in Our Wealth Management Plan

Build a Stronger Financial Future with CTB Wealth Management

Your goals, our expertise. We help you navigate the complexities of wealth and make your money work harder for you.

Capital Trust Bank

Our Expertise Includes:

Let CTB be your trusted partner in navigating the financial landscape. Contact us today for a free consultation.

Personalized Financial Planning

We delve deep to understand your current financial situation and long-term objectives

Investment Management

Our strategies are tailored to your risk tolerance and time horizon

Retirement Planning

Secure your financial future and enjoy the retirement you've always envisioned

Estate Planning

Protect your legacy and ensure your assets are distributed according to your wishes

Wealth Transfer Strategies

Plan for the smooth and efficient transfer of your assets to your loved ones

Download the Mobile Banking App

Get the right mortgage to buy your new home — or refinance to take advantage of low rates or convert equity into cash. We've got the personal service to guide you along the way.

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