Advisor Solutions 

Your financial needs are complex. You need a partner you can trust to guide you in making investment and wealth management decisions for your life, your family and your business.

At CertusWealth, a dedicated Advisor is here to listen to you, understand your goals and respond with customized solutions to help you take charge of your financial future. 

Drawing upon knowledge of the financial markets and depth of experience, your Advisor will help you choose the investments that are best suited to achieving your goals.

From financial planning, asset management, retirement and insurance to trust and philanthropic services, your Advisor can connect you with the right CertusWealth specialists to help you realize your goals. 

Working together, our experts aim to deliver seamless advice and unparalleled personalized service to help bring clarity to your financial life.

Personal Advisor Solutions

Your financial needs and goals are unique, and so are your values and priorities. At CertusWealth, our approach is driven by understanding who you are and what’s most important to you so we can provide advice and solutions that are tailored to you and your family.


Business Advisor Solutions

We understand that managing a business is demanding. You must wear multiple hats, balance tasks, clients, employees and switch gears at a moment’s notice. There’s never a shortage of things to do. Your CertusWealth Advisor can help make it easier. Our experts are available to help you navigate any and every financial challenge from running the day-to-day business to planning for the future.

   

© 2013 CertusHoldings, Inc. All Rights Reserved. Deposit products offered by CertusBank, N.A., Member FDIC. Equal Housing Lender.


Securities and Insurance Products are NOT Insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, are NOT a Condition to Any Banking Service of Activity, and MAY lose value.

Financial Advisory services offered through CertusInvestment Advisors, LLC (“CIA”).

Securities Brokerage, Insurance and Investment Banking services offered through CertusSecurities, Inc. (“CSI”), Member FINRA and SIPC. C-Direct is the marketing name for a discount brokerage platform offered by CSI. C-Direct customers are not provided nor given investment advice through CSI or CIA. Brokerage accounts for CSI and CIA clients are carried with National Financial Services LLC, a Fidelity Investments Co., member NYSE, SIPC or Charles Schwab & Co. Inc., member SIPC.

Fiduciary and custody services may be offered through CertusWealth Trust (“CWT”) or Advocacy Wealth Trust ("AWT"), divisions of CertusBank, N.A., or a third party entity. Custody services for CWT and AWT are provided under agreement with Reliance Trust Company. Brokerage services for CWT and AWT accounts are provided through ConvergEx Execution Services, LLC (member NYSE, FINRA, SIPC) or CSI.

CertusBank, CSI and CIA are subsidiaries of CertusHoldings, Inc. CertusWealth, CertusInvestment Advisors, CertusSecurities, CertusBank, CertusWealth Trust and the Certus logo are trademarks of CertusHoldings, Inc.

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