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Wealth Management

Understanding goals and helping you achieve them is what we do at Lake City Bank. Our skilled, experienced and personable team of advisors is ready to partner with you to help you map your course. Our advisors understand the unique issues that individuals, families and not-for-profit organizations face when managing for current needs and building a legacy.

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Investment Services
Retirement Accounts
Trust Services
Estate Services
Private Banking

Investment Services

Lake City Investments has been working to secure the financial future of our friends and neighbors right here in Indiana for more than three decades. Our representatives listen carefully to provide the options you need to build for the future, preserve your assets and meet your investment objectives.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

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Retirement Accounts

Plan for your future with an Individual Retirement Account from Lake City Bank. Whether you choose a Traditional IRA to grow savings tax-deferred or a Roth IRA for tax-free earnings, our team can help you explore the options that fit your retirement goals.

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Trust Services

The Wealth Advisory Group at Lake City Bank has been offering trust services for more than 65 years. We can help you choose, structure and administer the trust tools that are best for you.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

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Estate Services

Every wealth management plan should include estate services. An estate plan that is thoughtfully designed can help reduce tax liability, provide a smooth transition of assets to heirs and charitable organizations and, perhaps most importantly, provide comfort and stability when a family has lost a loved one.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

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Private Banking

Private Banking at Lake City Bank provides personalized solutions for individuals and families with more complex financial needs. Our bankers listen carefully, deliver tailored banking and credit options, and connect you with wealth management experts to help you manage, grow, and protect your assets.

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Banking Tips & Insights

How to Plan a Vacation on a Budget

Worrying about paying off credit card debt when you come home can take all the fun out of a vacation. Read on to find out how to plan a vacation on a budget so you can focus more on experiences and less on expenses.