A Secure Future is Built on Personal Trust

Individuals

A Secure Future is Built on Personal Trust

Whether honoring your wishes to benefit your heirs or a charity, maximizing your impact with smart tax strategies, or avoiding the expense and delays of probate, we can help secure your legacy using proper trust planning and administration.

Our team of Credentialed Trust Professionals will work closely with your tax and legal advisors to determine the trust structure that’s right for your priorities and circumstances. Then, our Investment Team will define and implement an investment strategy for your trust that includes tax-savvy planning.

Your account size determines our fees, and we don’t pay commissions—you can be confident that our guidance is always in your best interests. Locally owned for more than a century, our clients know that we will be here for their beneficiaries today and tomorrow, as we have for generations of families.

 

Individual Wealth Services

Our credentialed professionals achieve results for our trusts, managed accounts, and retirement services clients. Whether you need specialized services like revocable or irrevocable trusts or an IRA that meets your and your family's long-term financial goals, we bring the most experienced and expert team in the region.

Secure Your Legacy

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