Our Approach

Whether you've recently acquired wealth or spent a lifetime accumulating it, our knowledge, experienced, and approachable advisors can help you grow, protect and transfer those assets to others, all according to your wishes. You can count on a long-term advisory relationship and commitment to achieving your long-term objectives.

In addition to our broad array of specialized services, you can rely on our:
  • Confidentiality
  • Accurate reporting and record keeping
  • Personal contact and responsive service from our team of dedicated and experienced trust officers.
  • Local decision making on your investments and administration.
  • Professional money management.

Agency Services

Under an agency arrangement, you can take advantage of our full suite of investment and personal services. We can serve as agent for individuals, multiple parties and fiduciaries. We can assist you with the investment management, administrative and accounting duties to ensure that your financial affairs are well-maintained.

Trust Services

A trust is a means of managing assets during your lifetime and providing for loved ones after your death. We can act as your financial manager and an objective advisor for your family members to protect and preserve your estate and make sure your family is taken care of in the manner you wish.

Estate Plans

Everyone who owns property should establish an estate plan to ensure that your assets are preserved after your death and distributed according to your wishes. Without an estate plan, the assets you have worked so hard to accumulate may be reduced by taxes and the individuals you wish to provide for may be overlooked. Our team can work with you and your attorney to create a plan that accomplishes all of your objectives.

Charitable Gifting

Charitable gifting can be a valuable tool for estate and tax planning. Many choose to make lifetime gifts to their favorite charitable organizations. Tax savings may be attractive through charitable remainder trusts and can provide cash flow to the donor from non- or low-income producing assets.
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