Expanding Wealth

Achieve your financial goals through smart planning

Wherever you are in your wealth journey, we can help you achieve the next level of your financial goals. It starts with a conversation to understand what you'd like to achieve personally and for your family. Then, we'll create a roadmap together that's specifically designed for you and focuses on simplifying your financial life and maximizing the benefits of all your banking solutions. And we'll check in with you regularly to make sure you're on track.

Financial Wellness

Everyone needs a financial plan. We'll help you understand where you are today and how to put your money to work for you into the future.

Investment Management

We're here to help you navigate the complexities of investing on your terms. We have a comprehensive set of tools and resources to get you where you want to be.

Asset Management

Even the best strategy can be thrown off course by unexpected life events. We can help plan ahead so you can still achieve your goals.

Private Banking

From customized deposit and lending products to a multidisciplinary team, you'll enjoy exclusive benefits delivered with top-notch service.

Find out how much you'll need to save for retirement

Try Our Calculator

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

Explore MoneyGuidePro

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Explore MoneyGuidePro

Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.

Institutional Trust

Learn about our consultative services for your business needs

We’ll partner with you to help you reach your business goals.

Metropolitan Commercial Trust Bank Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

Metropolitan Commercial Trust Bank Wealth Management is a registered trademark of Metropolitan Commercial Trust Bank BancShares, Inc. Metropolitan Commercial Trust Bank Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; Metropolitan Commercial Trust Bank Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and Metropolitan Commercial Trust Bank Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through Metropolitan Commercial Trust Bank Investor Services, Inc., Member FINRA and SIPC. Metropolitan Commercial Trust Bank Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by Metropolitan Commercial Trust Bank, Member FDIC.

See more about Metropolitan Commercial Trust Bank Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

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