Wealth Management

Life is unpredictable. That’s why it’s so important to plan ahead with Wealth Management services for Hillcrest Bank clients provided by Bank of Jackson Hole Trust, a subsidiary of National Bank Holdings Corporation.

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Planning for Life

You can expect more here because we deliver:

  • Dynamic Asset Allocation
  • Customized Planning
  • Thoughtful, Innovative Solutions
  • Transparency
  • Proactive Accessibility and Communications
  • Hands-on Expertise to match your goals and lifestyle

Depend on our wealth management professionals and partners for world-class financial management and trustee relationships that last for generations.

We are dedicated to the development, growth and stewardship of your assets for the lifestyle you've earned, and care for the legacy of your lifetime.

We manage investment portfolios for:

  • Individuals
  • Trusts
  • Endowments, Charities & Entities
  • Retirement Accounts

Proactive & Transparent

You can count on us to keep you up to date on your investments and our strategies with long-term and just-in-time information, delivered the way you want it. You’ll never have to guess what’s going on – because we’ll be right beside you when you need us.

Financial and Retirement Planning

For all fiduciary and trust management clients, financial and retirement planning is available at no additional cost to assist our clients in achieving their financial and legacy goals.

We include relevant discussions, analysis and research with our clients to help them understand their current circumstances, help them develop and articulate their reasonable goals, and prepare reporting and analysis to assess their current financial status and ability to meet goals. That understanding and analysis is then used as a critical component in creating investment strategies for the client, and modifying those strategies when appropriate.

Elevate your Expectations

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