Wealth Management
Trust and wealth management from our sister division,
Bank of Jackson Hole Trust & Wealth
Community Banks of Colorado and Bank of Jackson Hole are both part of NBH Bank. When you work with our Trust & Wealth team, you’re working with the same banking family you already know and trust.
Great trust management starts with understanding your immediate and long-term needs and evolving goals. We begin with a comprehensive look at the big picture in both the marketplace and your life planning. Then, we customize a strategy that matches your lifestyle and legacy plans by combining best-in-class institutional managers and funds.
Our tailored approach is designed to keep your best interests at the center of every decision.
We manage investment portfolios for:
- Individuals
- Trusts
- Endowments, Charities & Entities
- Retirement Accounts
Planning for Life
Life is unpredictable. That's why it's so important to plan ahead, anticipating milestones and building a flexible platform for financial success. Our Trust & Wealth team provides:
- Dynamic Asset Allocation
- Customized Planning
- Thoughtful and Innovative Solutions
- Transparency
- Proactive Access and Communication
- Hands-On Expertise Matched to Your Goals and Lifestyle
Proactive & Transparent
You can count on us to keep you up to date on your investments and our strategies with long-term and just-in-time information, delivered the way you want it. You’ll never have to guess what’s going on – because we’ll be right beside you when you need us.
Financial and Retirement Planning
Financial and retirement planning is included at no additional cost for all fiduciary and trust management clients. We help you understand where you stand today, clarify your goals, and track your progress, then use that insight to shape your investment strategy and adjust it as your life changes.
Elevate your Expectations
Trust and Wealth Products are: not FDIC insured, not insured by any federal government agency, not a deposit or obligation of, or guaranteed by NBH Bank or any of its affiliates, subject to investment risk, including possible loss of the principal amount invested.
