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The Challenge

Banks were lost, struggling to survive and remain relevant. The Great Recession had made it almost impossible for a community bank to thrive. The consumer lost trust in the system while at the same time gained more access to knowledge. However, it was hard to find a trusted advisor to interpret the facts and apply wisdom to their lives.

The Solution

Wealth Strategists were created to provide personalized wisdom to help manage the interaction of your money and your life. Banking, investments, tax, and insurance, were all clarified and a plan was created to prepare you for tomorrow. We placed these Strategists in a coffee house environment to make it comfortable for the community to gather together and have those life conversations that are so important. Acru was acquired by Community & Southern Bank in 2012.