Wealth Management

We focus first on understanding and controlling risk, then maximizing returns.

Great trust management starts with understanding each client’s immediate and long term needs and evolving goals. We begin our process with a comprehensive look at the big picture, in the marketplace and in your life-planning. Then, we customize a strategy that matches your lifestyle and legacy plans by combining best-in-class institutional managers and funds.

Since this approach eliminates any potential conflict of interest, your best interests are always our clear and primary focus.

We manage investment portfolios for:

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

Planning for Life

Life is unpredictable. That's why it's so important to plan ahead, anticipating milestones and building a flexible platform for financial success. At Bank of Jackson Hole Trust, we provide:

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

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 & 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.

Meet the Team

Meet our team of experienced professionals.


Why Wyoming

A state of financial opportunity.


Request a Consultation

Get in touch and get started today.


Scroll to Top

Leaving the Bank Website

You are about to leave the Bank website and go to an external site: https://google.com

You are leaving the Bank of Jackson Hole Trust website and entering a website that Bank of Jackson Hole Trust does not control. Bank of Jackson Hole Trust has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website: