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Wealth Services

Core Bank’s primary mission is to help you understand life’s changes and how they impact your various financial circumstances. Learn more about our suite of services below.

Private Banking Services

Built exclusively for our private clients, our personal and business banking services provide a wide variety of solutions, along with competitive interest rates.

Banking Services


At Core Bank, we provide comprehensive services in administering a client’s trust with professional asset management. This includes Revocable and Irrevocable trusts designed to possibly avoid probate and estate costs. Learn more today.

Trust Administration


Core Bank Private Client Group’s investment philosophy focuses on delivering state-of-the-art asset-allocation models utilizing best-in-class institutional index funds for our investment management clients. Learn more today.

Investment Management

More from Core Bank

Get to know the Private Client Group Team and take a look at our resource center to better understand how the world around us impacts your wealth.

Resource Center

Wealth Services Team