couple in kitchen

Wealth Management

Financial planning can feel overwhelming, but we’re here to help you navigate it—whether you're investing, planning your estate, or preparing for retirement.
 
 

Personalized Wealth Management, Built Around You

 
From professionals building their future to retirees protecting what they’ve earned, we’re here to help you grow and manage your wealth with confidence.
 
Every client has a unique story—and we’re here to help you write the next chapter.
save icon

we're here when you're ready

Whether you're exploring options or already have a plan in mind, we're here to help you move forward with clarity and confidence.
 

*CSB Wealth Management, Trust, and or brokerage products and services are; not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.












What We Offer

Stacks of coins with green sprouts symbolizing financial growth.

Investment Management

Let’s Build a Strategy That Works for You

We offer personalized, fee-based investment management through our Trust Department. Whether you're investing individually or managing retirement assets, we’ll work with you to build an approach that aligns with your goals and comfort with risk.

Here’s the details:

  • Personalized investment management with local advisors
  • A range of investment options, including mutual funds, ETFs, bonds, and more
  • Guidance tailored to your financial goals, timeline, and risk tolerance
  • Account support for individuals, joint owners, and business entities
  • Investment management available for IRAs and other retirement accounts

You stay focused on your goals—we’ll handle the day-to-day decisions.

Get to Know Our Wealth Team

Couple reviewing and signing financial documents.

Trust & Estate Planning

Your Legacy, Managed with Care

Whether you're establishing a trust or need a reliable trustee to carry out your wishes, we bring experience, clarity, and compassion to the process.

What you need to know:

  • Revocable and irrevocable trust services
  • Guardianships and charitable trusts
  • Asset management and tax-conscious distribution
  • Trustee services with ongoing support for families, nonprofits, or corporate accounts
  • Coordination with your attorney or CPA as needed

We’ll help you build—and protect—your plan for the future.

See How We Can Help




Person placing coins into a green piggy bank to save money.

Retirement Accounts (IRAs)

Plan for What’s Next—With Confidence
 
Rolling over a 401(k)? Setting up your first IRA? We’ll help you choose the right account and actively manage it along the way.

 

Let’s break it down:

  • Traditional, Roth, and Inherited IRAs
  • IRA rollovers from employer-sponsored plans
  • Active, discretionary management (we handle the day-to-day)
  • Goal-aligned investment strategy
  • Fiduciary oversight and personalized guidance

We’ll keep you on track, so you can focus on the road ahead.

Learn More About IRAs

Grass in a brown planter with an upward-trending growth chart graphic

Corporate Retirement Plans

Support Your Team’s Future—Without the Stress

Want to offer retirement benefits your employees will appreciate—and that won’t overwhelm your internal team? We’ve got you.

Here’s the details:

  • 401(k) and 403(b) plans with Roth options
  • Profit sharing plans
  • Trustee and recordkeeping services
  • Compliance and plan design support
  • Local service and expert guidance

A well-run plan helps your team—and your business—grow.

See How We Can Support Your Team
















READY TO CONNECT?

Whether you’re exploring your options or ready to take the next step, we’re here to help.


Meet Your Local Wealth Team