Trust & Wealth Management

Our promise of individual attention stands out most clearly in our trust and wealth management services. Whether we're determining the right mix of growth and fixed investments for your after-tax objectives or acting as your directed agent through custody services, our trust and wealth management professionals are steadfast in their goal to uncover the right solution for you.

Experience counts in this arena, and our advisors average more than 20 years in trust or wealth management. With your input, we formulate your trust structure and/or investment strategies by choosing from our full suite of trust and wealth management services. These flexible services, designed for customization, give you choices in creating estate and financial plans that work for you.

Trust Administration

To ensure the proper management and transition of your finances, we offer a comprehensive range of trust administration tailored to your unique needs.

Investment Services

As investment advisors, we customize investment plans utilizing a risk profile established with each family.

Custody Services for Individuals

As your directed agent, we provide  a range of financial services designed to complement third-party advisors of your portfolio.

Custody Services for Fiduciaries

For individuals appointed as trustee or personal representative, who frequently do not have experience with these responsibilities, we offer custody services.

IRA Services

We can act as custodian of your IRA, with or without investment authority as you choose, providing the same services as our custody or investment responsibilities.

 

Investments are not insured by the FDIC, are not deposits or other obligations of, and are not guaranteed by any bank or any bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.