Trust | Wealth Advisors
Fiduciary trust execution and personal wealth strategy — together.
Park State Bank & Trust has expanded our Trust Division. Trust | Wealth Advisors now brings chartered trust administration, comprehensive financial planning, and tailored portfolio management under one coordinated partnership.
Whether you need a corporate trustee or personal representative to carry out an estate plan, or personal wealth advice and investment management, you work directly with the credentialed officers who manage your accounts.
Choose the path that fits
Trust
Who carries out your wishes when you cannot.
Chartered corporate trustee and personal representative services. Living trust administration, successor trustee oversight, estate settlement, and agent for trustee support.
Local continuity since 1965. Direct access to the officer who administers your file.
Wealth Advisors
Define the goal. We help build the path.
Comprehensive financial planning and tailored investment management integrated with fiduciary trust authority.
Retirement income modeling, business exit planning, tax optimization, and custom portfolios.
Why this combination
Unlike independent RIAs or brokerages, our chartered bank Trust Division holds the statutory authority to serve as your Corporate Trustee or Personal Representative. When you need both fiduciary protection and personal wealth strategy, they sit together under one roof.
You work directly with the people who manage your accounts — no call centers, no distant committees. The officer who listens to your story is the one who signs the distributions and implements the plan.
Layers of protection
Your accounts sit inside a regulated bank trust department.
Multiple layers of oversight are built in:
Trust Committees review fiduciary decisions and account administration.
Board of Directors provides ultimate governance and accountability.
Bank CPA performs independent examination of trust records and controls.
FDIC and the Colorado Division of Banking examine the bank and its trust powers for safety, soundness, and compliance.
These layers work together so the people who serve you are accountable to both the document that names them and the regulatory framework that oversees the bank.