Wealth Management

A full range of banking and investing solutions

Access a broad array of Flix Standard Trust banking and lending products and services, all with a customizable dashboard to see everything in one place.

We believe that wealth can play a critical role in helping you achieve a meaningful life and a lasting legacy. Our qualified team works closely with you to understand your unique goals and challenges in order to develop a customized solution to meet your needs, so you can concentrate on the things that matter most.

Whether it’s planning for retirement, establishing a court-created trust, developing a customized investment strategy or transferring wealth to the next generation, our innovative wealth management solutions will help you overcome roadblocks and build the path to your financial success.

image
Deposit Services & Cash Management Solutions

Our private bankers are focused on one thing: doing what is best for you. Learn more about our deposit and cash management solutions.

image
College Education Planning

We help create and administer your customized college savings plan based on your unique goals.

image
Wealth And Retirement Planning

We have a range of retirement and investment services, tools, and accounts to help you save for life after work.

image
Credit Solutions

We strive to understand your complete financial picture in order to customize unique lending and credit solutions that help you reach your goals faster.

image
Court-Created & Special Needs Trusts

We provide an experienced, caring and personal approach to the management of court-created and special needs trusts.

image
Trust & Estate Services

Our team can provide a secure, confidential structure for the protection, management and growth of your assets.