Wealth Management - Wealth Advisory
Wealth Advisory Group (Trust & Investments)
Banks used to call wealth management services the "Trust Department." We believe that was a good name. Most people need people who they can trust to help them allocate their assets and make smart investment decisions. At Lake City Bank, we have a highly skilled and personable team of advisors at your service for any wealth management needs or services.
Our focus is to help our clients achieve their financial goals and accomplish their personal, family and organizational missions. We have been privileged to serve many of our region’s successful citizens, their children and grandchildren, their businesses and professions.
For individuals and families, our team of experienced professionals provides a wide range of financial, investment and trust services that strive to enhance and preserve our clients’ wealth across generations.
We also serve not-for-profit organizations such as foundations, charitable, educational and government institutions and for-profit corporations with investment and trustee services. Our goal is to help these institutions accomplish their missions by providing:
- Investment policy development
- Disciplined investment management
- Asset custody and cash management
- Performance measurement
- Selection of outside managers
- Trustee and agent services
- Planned giving support
- Timely reporting and communications
Investment products utilized through the Wealth Advisory Group are not obligations of, nor guaranteed by Lake City Bank, are not FDIC insured, and may involve risks, including possible loss of principal.