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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.

Wealth Advisory Group

Our Wealth Advisory group works with individuals, families and charitable groups with $500,000 or more in investable assets. Our investment managers deliver sophisticated portfolio design that integrates estate, tax, and philanthropic planning — ensuring your wealth is managed with both precision and purpose.

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.

Learn More About the Wealth Advisory Group

Lake City Investments

Lake City Investments is designed for individuals with at least $50,000 in investable assets. Our financial advisors listen carefully to provide the options you need to build for the future, preserve your assets and meet your investment objectives.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Learn More About Lake City Investments

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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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.

Explore Personal Retirement Accounts

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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.