American Trust Wealth

American Trust Wealth We build financial futures in the interest of others. | Lexington, Kentucky 🐎

Our Lexington office held their annual pre-Derby party last week. The night was filled with good food, fine drinks and g...
05/05/2026

Our Lexington office held their annual pre-Derby party last week. The night was filled with good food, fine drinks and great company as we enjoyed live music from local guitarist Ben Lacy. Guest speaker and University of Kentucky volleyball coach, Craig Skinner, shared insights on leadership and the team's continued success. It was a night well-spent connecting with our community.

Thank you to Ron Morrow, TOPS photographer, for the photos!

This week, our Lexington office came together to prepare sandwiches for the Hope Center's HopeMobile, an RV dedicated to...
04/02/2026

This week, our Lexington office came together to prepare sandwiches for the Hope Center's HopeMobile, an RV dedicated to providing sack lunches to individuals experiencing homelessness in Lexington, KY. We're thankful to have a team willing to help us give back to our community.

With more than 32 years of experience in financial services, Mero Capo, senior vice president and senior retirement inve...
03/25/2026

With more than 32 years of experience in financial services, Mero Capo, senior vice president and senior retirement investment consultant, specializes in retirement plan consulting, fiduciary guidance and investment strategy. His goal is to help employers strengthen plan governance and improve participant outcomes.

Based in Pittsburgh, Mero enjoys traveling with his family, golfing and being outdoors—doing all he can to stay young and energized.

Learn more about Mero: https://www.americantrustwealth.com/dipl-team-member/mero-j-capo/

As Fiduciary Investment Advisor and Director of Fiduciary Consulting,   serves families and individuals to deliver goals...
03/19/2026

As Fiduciary Investment Advisor and Director of Fiduciary Consulting, serves families and individuals to deliver goals-based investment management, helping them navigate important financial decisions and work confidently toward their financial goals.

With more than 20 years at American Trust Wealth, Justin is a voting member of our Trust Investment Committee, helping develop our portfolio management strategies.

Learn more about Justin: https://www.americantrustwealth.com/dipl-team-member/justin-morgan-qpfc-qpa-qka-aif-director-fiduciary-consulting-advisor-solutions/

When markets swing, it’s natural to ask: “What changed?” A more useful question: “Who had to trade today—and who could t...
03/06/2026

When markets swing, it’s natural to ask: “What changed?” A more useful question: “Who had to trade today—and who could take the other side?” Prices are set by the last solvent conviction, and short-term moves are driven by flows, liquidity and constraints.

If recent volatility has you feeling uneasy, use this helpful framework to stay grounded: https://www.americantrustwealth.com/making-sense-of-market-swings/

Happy New Year! Thanks to our clients and employees for a wonderful and successful 2025. We look forward to achieving ev...
01/01/2026

Happy New Year! Thanks to our clients and employees for a wonderful and successful 2025. We look forward to achieving even greater things together in 2026!

Please join us in congratulating Michael Samford, Director of Investment Solutions, on the expansion of his role. In add...
12/22/2025

Please join us in congratulating Michael Samford, Director of Investment Solutions, on the expansion of his role. In addition to his current responsibilities, Michael will now also serve clients as a Fiduciary Investment Advisor.

In this expanded role, he will help bring clarity to households and institutions with multi-generational wealth as they navigate complex financial opportunities by aligning long-term goals with a disciplined investment strategy and planning. As a long-time member of the firm’s Trust Investment Committee, Michael brings nearly 20 years of expertise in portfolio management and fiduciary governance to his partnership with clients.

Read more about Michael here: https://www.americantrustwealth.com/dipl-team-member/michael-samford/

Address

2525 Harrodsburg Road, Ste 300
Lexington, KY
40504

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