Trust & Wealth Services

Your Money, Our Advice.

Unlock the potential of your wealth and safeguard your legacy with our comprehensive Trust and Wealth Management Services at Plains Commerce Bank. We understand that managing substantial assets and planning for the future can be intricate, which is why we're here to provide you with expert guidance, personalized strategies, and peace of mind.

Our Services:

Personal Trust Services
Manage your assets, plan your estate, and learn more about types of investing. Personal trust services are for those who want to ensure their assets are managed for their benefactors, in accordance with goals determined by you.

Investment Management
We will help you create an investment portfolio, assess risk, and define your financial goals. Investment management is for those who want to reap the benefits of working with a reputable institution with a wider variety of investment
offerings and can devise a customized strategy.

Farm Management
Our team will assist with connecting you with qualified professionals for things like crop management and market analysis, while also examining sustainability practices and financial management. Farm management is crucial for identifying and managing risk, analyzing cash flow, and managing lease ownership.

Custodial Service
We will work with you to ensure that your assets are protected and compliant. Custodial services are for those who want to ensure their assets are in safekeeping, with little to no risk of being stolen or lost.

Financial Planning
Our team will help set financial goals, discuss risk management, and help with estate, retirement, and investment planning. Financial Planning is for those who want to develop an overall financial strategy that will grow your portfolio based on your current financial situation and risk tolerance.