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Financial Planning

What Matters to You, Matters to Us

Your Priorities, Your Passions, Your People

You want to travel. Help your kids – and maybe even grandkids – with college tuition. Give your daughter the wedding of her dreams. Or what about the community service programs you want to advance?

Civista Wealth Management advisors can help devise a plan to fund your dreams. And secure your future.

Eliminating the “What Ifs”

While we help plan for those moments you hope for, we also consider the ones that may keep you up at night or you might not expect along the way.

  • What about future health care costs?
  • When should I start drawing social security?
  • Will I outlive my money?

These important considerations help us enhance the quality of your total financial plan.

A Personalized, Holistic Approach

We start by learning more about you and your objectives, and then together walk through trusted goal-driven wealth planning strategies for everything from health care to debt management. Because we believe that the more information, the better the solution.


Online Access to Your Personalized Plan

You’ll have online access to your personalized plan and can see the impact to changes you may want to make along the way. Most importantly, you gain a trusted advisor who is committed to your financial goals.

We Build Stronger Futures

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Trust Services
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Portfolio Management
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Private Banking