Wealth    Management
Wealth Management

When looking for a trusted financial advisor, our Colorado wealth management specialists are here to serve you. For over 60 years, Guaranty Bank and Trust has provided investment management services that Colorado residents can trust. Our team takes great care in helping you grow and protect your hard earned assets. We value our relationships and promise the utmost professionalism and strict confidentiality.

We offer the following wealth management services in Colorado:

Private Banking

Guaranty Bank offers some of the most comprehensive wealth management services that Colorado has to offer. Guaranty Bank offers many banking products and services, along with the personalized and local service for which Guaranty Bank is known.

Investment Management*

Let us help you grow your hard earned dollars. Guaranty Bank and Trust offers investment management services, as well as, financial planning solutions to individuals and institutions looking for a high level of customization and personal service.

Jumbo Mortgage

Take advantage of our great rates on Jumbo Mortgage loans. Guaranty Bank and Trust is your one-stop-shop for jumbo mortgage loan services. Our team of experts is qualified to handle the entire process!

Personal Trust*

Put your wealth management strategies in place with Guaranty Bank and Trust as your partner.  We take the time to understand you and your financial goals to assist you in planning for your future needs and those of your family. Each family’s circumstances are unique and we strive to develop a personalized relationship with you throughout your lifetime so we can best carry out your legacy. 

Planning Resources*

Guaranty Bank has tools to help guide you through a variety of financial decisions. You can use these tools to decode estate planning terminology using the glossary of fiduciary terms, find answers to your trust questions in our Colorado wealth management FAQ document, or pre-plan a future event using a financial calculator.

Estate Administration*

Our team of trust professionals have experience handling the complexities of probate, estate accounting, and taxation. We can be appointed to act as Personal Representative, or work along with your family to carry out your estate plan.

Scholarships and Grants*

We have scholarship and grant funds available for qualified students and non-profits in the St. Vrain School District Area. Explore the opportunities for scholarships and grants administered by our Trust Department.
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Denver 303.293.5500 | Northern Colorado 970.454.4220 | Toll-free 1.877.609.5500
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