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Wealth Management

Planning for today - and tomorrow. 

A good financial plan can drive incredible results – and we’re here to help it happen.


-Jason Kuhnle, Senior Wealth Management Officer
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We help build stronger futures. 


Investment Management & Trust 

We offer trusted solutions, recognized expertise, and personal guidance to help you in preserving, growing and managing your wealth for the life you want to live and the future you want to give.

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Private Banking 

We go beyond offering high-touch personal banking assistance. From understanding your financial goals to providing the premium solutions to meet them, our Civista Private Bankers bring a team of talented professionals to your side.
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We help legacies live on.