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Wealth Management

Living life on your terms.
Independent advice focused on custom solutions assures the results align with your goals.

Many people avoid making financial decisions because they feel overwhelmed or life simply gets in the way. We guide them to make better decisions with their money through the various stages of life so they can live confidently.

We believe that each client is unique. Our mission is to help you accomplish your financial goals through independent, thoughtful advice and solutions. Being highly personalized allows us to intimately understand what success means to you and to build a lifelong relationship that fosters success.

Financial Planning

Individual retirement and financial planning make up a significant portion of most people’s assets. Yet, they can be challenging and complicated. We help you maximize the values of all your investments, savings and retirement accounts, so you can live your retirement life the way you most desire.

Trust Company - Wealth Management - Financial Planning Services

After identifying and prioritizing your goals, our experts will work with you and your legal advisors to develop an overall custom comprehensive financial or estate plan that addresses your specific needs. We will coordinate with you and your advisor to ensure that any complex or unexpected issues are addressed. We give you back the time to pursue your own passions.

If you already have an estate plan in place, our team of experts can review it to help you identify and implement new financial strategies. We’ll look at your plan’s details as well as your larger financial picture to guarantee that you achieve your goals to transfer wealth to the next generation.

Endowments & Foundations

The Trust Company itself has a culture of giving. We share your desire for your organization’s mission to serve our community and enrich its legacy. That’s why we’re committed to provide you with guidance to help you fulfill your vision. We’ll help you promote the success of your organization through sound investment and administrative practices.

 

The Trust Company has handled our investments and made it very easy for us to take care of our financial transactions in both the U.S. and around the world.

-- Caryl Griffin, The Elizabeth R. Griffin Research Foundation

Resources

  • Investment Philosophy
  • Business Advisory Services
  • College Savings Calculator
  • Retirement Income Calculator
  • Retirement Shortfall Calculator

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Contact Us

(865) 971-1902
info@thetrust.com

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