Trust & Wealth ManagementCustody Accounts

You have started your investment planning and have attempted to diversify your investments. Now, you have bond and stock investments and some mutual funds, but they are all with different corporations. Castle Bank's Trust and Wealth Management Group can help you get everything organized and on one statement. With our custody accounts, everything remains titled in your name. We keep track of your investments for you, including your annual gains and losses for ease of tax reporting. We can even take care of your bill payments, giving you one less thing to worry about.