Jefferson Bank has provided generations of clients with a full spectrum of wealth management services, delivered with the highest level of personal attention and integrity. Our wealth management team works as trusted advisors to our clients — offering tailored investment and retirement planning, customized trust and estate services as well as personalized, private banking solutions. Along with these specialized services and strategies, we offer the peace of mind that comes from knowing your financial affairs are being properly and safely managed.
Our clients are our top priority and our team is always available to give you a superior level of service and attention. With Jefferson Bank’s wealth management services, you will have access to: