We can help your financial goals become a reality.
Citizens First Investment Management & Trust Department helps families maximize their financial resources through financial planning and wealth management assistance. Where will and trust revisions or other legal matters are involved, our trust professionals work in close consultation with your attorney and other professionals.
When you choose West Bank as your trustee or executor, we bring experience, integrity, and informed investment judgment to the management of your financial plan. Further, you will find us responsive, unbiased, and dedicated to serving your trust and investment needs for generations. With West Bank, you have the peace of mind in knowing that we are here to serve your trust, estate and investment needs now and for years to come.
Our investment philosophy
Our highly skilled advisors—backed by a team of investment and banking specialists—are committed to working toward your goals. It’s our job to work closely with you to help bring your vision to life. We listen, understand, and then respond with the right advice for you.
Investment Management Account
When you open an Investment Management Account with West Bank, we work with you to develop an asset allocation plan that meets your risk tolerance, your investment objectives, your income requirements and tax status.
Trusts and Estates
Citizens First has been managing trusts and estates of all sizes, configurations, and complexities for more than half a century. Our knowledge and experience can offer distinct advantages. Let us help you create and execute your wealth transfer plans - during your lifetime and for generations to come.
Managed IRAs
At retirement the habits of accumulation, honed over a lifetime, must change. Retirement is when one begins to live on investment income, and perhaps, principal as well. Through a managed IRA with Citizens First's Trust Department, we will help you balance your risks and manage important issues like structuring your distributions and establishing beneficiary arrangements.
Charitable Trust
If philanthropy is included in your objectives, talk with us about a charitable trust. Important income, gift and estate tax benefits can be achieved as you leave a legacy that benefits you, your family and your favorite cause. Naming Citizens First as trustee ensures that the professional management of your legacy will endure.