Full Service Solutions
The objective of our Wealth Management & Trust Department is to help you meet your goals to grow and preserve your wealth by assisting in the development of your personalized financial plan and estate plan. We take pride in the individualized service that is provided to our clients. When you work with our Wealth Management & Trust Department, you see familiar faces; people who live and work in your community.
Talk to us about:
- Investment Management: Developing a strategy to achieve your investment goals, balance risk and return and seek tax efficiency.
- IRA Accounts: Managing traditional, rollover or Roth IRA accounts to help you meet your retirement and estate planning needs.
- Retirement Planning: Helping you plan for your retirement years.
- Trust Services: Managing and Administering Grantor Trusts, Irrevocable Trusts, Trusts Under Will, Charitable Trusts and Special Needs Trusts.
- Estate Administration: Settling and distributing your estate with care, sensitivity and professionalism.
- Estate Planning: Working with your attorney and tax advisor to ensure that your plan is tailored to meet your personal goals.
- Employee Benefit Plan Services: Administering, Serving as Trustee and coordinating Record Keeping for a variety of qualified plans.
- Custody Accounts: Safekeeping assets that you or a third party direct.
- Conservatorships: Helping to care for the financial needs of a loved one.