Committed to Our Communities

Wealth Management

Personal Relationship and Comprehensive Planning


City State Bank began in 1895. It was a bank rooted in respect, sincerity, and accountability which mirrored the fiber of those it served. City State Bank remains locally-owned, and while we are still rooted in the same values, we also offer the leading edge financial products and services of today.

Our Trust & Investments Department expands those founding principals by providing sound, professional, independent financial advice to wealth management clients. Building lifelong relationships allows us to focus on personal service and making a meaningful impact on the quality of life for you and your family.

 

We pledge...
  • that all investment research we use to guide your investment strategy will be provided from independent sources. We will utilize investments that pay us nothing in return for our business. This is the only way we will manage money and the best way to help you reduce risk, preserve capital and achieve your goals.
  • to uncover your personal goals and needs and use them to drive your financial plan to create a professional and realistic blueprint for your financial future.
  • to invest your assets in a broadly diversified portfolio suited for your risk profile while minimizing transaction costs in implementing your plan.
  • you will understand your investments and your long-term strategy for both accumulating wealth and maximizing your income during your retirement years.
  • to help you gain the peace of mind that comes with knowing your money is being actively managed by independent professionals who do not receive investment commissions.
  • to provide you with regular reviews to ensure that your investment and financial plans continue to drive you toward your personal financial goals.

 
*Securities and insurance products are not deposits, not FDIC insured, not insured by any federal government agency, not guarenteed by the bank, and may lose value.