Personalized Wealth Management with Lexington Roots
Based in Lexington, American Trust Wealth provides personalized wealth management backed by deep expertise and a commitment to fiduciary excellence.
Whether you’re planning for retirement or managing generational wealth, our local team is here to guide you with integrity and transparency.
Let’s plan your financial future—together.
Building Wealth Together:
Insights on Investing, Family and Financial Planning
Planning with Clarity:
8 Practical Steps to Prepare Your Family for What’s Next
Clarity doesn’t have to be complicated. No matter how much wealth you’ve built, one of the most valuable things you can leave your loved ones is clarity.
Why Starting Early Matters: Investing, Compounding and Financial Guidance for the Next Generation
When it comes to building long-term financial security, there’s no substitute for starting early.
Subscribe to Your
Own Success
When certain behaviors become habits, the results can be remarkably beneficial. A prime example: retirement savings. Today’s retirement plan features automatic enrollment, automatic annual increases and default investment options; all of which are designed to make it easier and more convenient to save for retirement.
Shaping Financial Futures in the Heart of Kentucky
American Trust Wealth is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the American Trust Wealth culture embraces a spirit of support and a dedication to helping you achieve your goals.
Hear more from our team in the videos below.
