LIVING LIFE ON YOUR TERMS
For you, your heirs, your community or your employees, The Trust Company offers exceptional results with the personalized service you expect from a trusted advisor. We can help develop your financial vision and make it a reality.
Our corporate retirement plans are full service with complete acceptance of fiduciary responsibility, employee education and investment advice.
For your personal wealth management, our team integrates financial planning with experienced investment management focused on your goals. We provide family office services and can accommodate a myriad of other specialized needs. Our team of CPAs and attorneys can work with your advisors to assure a solid estate plan to fulfill your wishes.
Trusts really allow you to put a plan in place to take care of those you care most about. Our team has a breadth of experience with planning, establishing and administering trusts of all types.
NEWS
- Market Volatility x Inflation = Panic? - We've been saying that Cash isn't King – historically it is the worst performing asset class. It may feel safe, but it does not have…
- Market volatility feeling scary? - Markets don't like surprises. Volatility is a normal part of investing. It may feel scary, but it shouldn’t be surprising. Have a plan to ride…