American Trust Wealth

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

American Trust Wealth is excited to share news about our team.Please join us in congratulating Chase Stanback on his new...
08/17/2026

American Trust Wealth is excited to share news about our team.

Please join us in congratulating Chase Stanback on his new role as Associate Advisor. Chase began his career with American Trust Wealth in 2022 and has served as an integral member of the investment team since that time. In his new position, he will work closely with clients to understand their goals, develop personalized financial strategies, and deliver investment solutions designed to support long-term success.

As he continues to grow professionally through his pursuit of the CFPÂŽ designation, we look forward to the positive impact he will make on our clients and our team.

As summer comes to a close and routines settle back into place, August can serve as a natural reminder to reassess your ...
07/30/2026

As summer comes to a close and routines settle back into place, August can serve as a natural reminder to reassess your financial goals. Read our latest blog for insights on why this could be an ideal time for a financial review.

Read more: https://www.americantrustwealth.com/where-did-the-summer-go/

Meet Angela Coleman, MBA, AIFÂŽ, CFPÂŽ, a fiduciary investment advisor who has spent more than 20 years helping individual...
07/29/2026

Meet Angela Coleman, MBA, AIFÂŽ, CFPÂŽ, a fiduciary investment advisor who has spent more than 20 years helping individuals and families navigate their financial journeys with confidence.

Angela is passionate about building meaningful relationships with clients and guiding them through key financial milestones, from wealth accumulation to retirement planning.

Outside the office, Angela enjoys spending time with her husband and two sons, running, reading and giving back to her community.

Learn more about Angela: https://www.americantrustwealth.com/dipl-team-member/angela_coleman/

Trust is the foundation of every successful financial relationship, and in today's complex environment, it's more import...
07/23/2026

Trust is the foundation of every successful financial relationship, and in today's complex environment, it's more important than ever. That's why for us, fiduciary excellence isn't just an option — it's a requirement.

American Trust Wealth is a division of American Trust Company, which has been certified by the Centre for Fiduciary Excellence (CEFEX) for fiduciary best practices for 20 consecutive years. The CEFEX Fiduciary Certification is an independent recognition that we conform to all Fiduciary360 Fiduciary Practices and Criteria.

This annual achievement is evidence of our commitment to maintaining the highest standards of fiduciary excellence for the benefit of our clients.

If you have any questions about how fiduciary excellence contributes to financial success, reach out to our team of fiduciary investment advisors.

https://statics.teams.cdn.office.net/evergreen-assets/safelinks/2/atp-safelinks.html

Cognitive decline can impact your ability to make sound financial decisions, making it crucial to have a plan in place i...
07/22/2026

Cognitive decline can impact your ability to make sound financial decisions, making it crucial to have a plan in place if it arises. Think of it as an insurance policy: you hope you'll never need it, but if cognitive decline does occur, you have a strategy in place to help protect your assets.

In this short guide, Kevin Avent, CFPÂŽ, AIFÂŽ, managing director at American Trust Wealth, outlines how to work with your financial advisor to establish a clear plan for protecting your assets:https://www.americantrustwealth.com/wp-content/uploads/COGNIT1.pdf

Our team is committed to delivering personalized service along with a prudent and organized investment process which put...
07/14/2026

Our team is committed to delivering personalized service along with a prudent and organized investment process which puts our clients' best interests first. Reflecting its commitment to fiduciary excellence, American Trust Wealth is a division of American Trust Company, which has maintained Centre for Fiduciary Excellence (CEFEX) certification for fiduciary best practices for 20 consecutive years. The CEFEX Fiduciary Certification is an independent recognition that we conform to all Fiduciary360 Fiduciary Practices and Criteria.

If you have any questions about how fiduciary excellence contributes to financial success, reach out to our team of fiduciary investment advisors.

https://www.americantrustwealth.com/about-us/sales-and-services/

Wishing you a safe and happy Independence Day!
07/04/2026

Wishing you a safe and happy Independence Day!

For nearly 20 years, Michael Samford, fiduciary investment advisor and director of investment solutions, has helped high...
06/26/2026

For nearly 20 years, Michael Samford, fiduciary investment advisor and director of investment solutions, has helped high-net-worth individuals and institutions navigate wealth planning. In addition to advising clients, Michael supports our fiduciary governance and investment process.

In his free time, Michael enjoys touring National Parks and spending time with his wife and three children.

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

Do you have an established investment plan? How about your family?Periodic Investing allows you to regularly contribute ...
06/26/2026

Do you have an established investment plan? How about your family?

Periodic Investing allows you to regularly contribute to your investment account through automatic transfers. Regular investing can create real benefits, especially for those who are trying to establish their own personal wealth.

At American Trust Wealth, we're here to help you and your family create good investing habits.

Reach out today: https://www.americantrustwealth.com/about-us/sales-and-services/

Address

2525 Harrodsburg Road, Ste 300
Lexington, KY
40504

Telephone

+18592964407

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