Is your legacy protected?
89% of wealthy individuals have wills, but only 31% have an established trust to manage their estate.
How big is your nest egg?
Nearly 34% of retirees don’t know how long their assets and investments will last.
Are you getting the right advice?
58% of retirement plan participants say they would like more advice and assistance with investment decisions.
Is your financial plan complete?
43% of financial plans fail to factor in the costs of health care and long-term care.
What’s your investment outlook?
Only one third of investors say they feel confident in their ability to make investment decisions.
Is your endowment fund growing?
Donor-advised fund accounts continue to grow and surpass other charitable giving vehicles.
Are you covered?
Nearly 50% of policyholders say they don’t fully understand the details of their health insurance plan.
Are you being served?
43% of customers say they get little to no personal attention from their bank.
Welcome to CertusWealth.Whether you're just starting out or have been building your wealth for years, the experts at CertusWealth are here to help navigate the process. Let us help you grow, protect and pass on your legacy with the confidence you expect from CertusBank.
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For all your personal and business needs, trust the bank that is dedicated to providing unparalleled customer service that exceeds your expectations.