Welcome to the Trust Company
There are seasons in every client's life. Some planned: your child's education, your retirement, the second home, or the sale of a business.
And some unplanned: becoming a widow or widower, a divorce, a spouse or child becoming ill, a parent with Alzheimer's.
At these moments of transition, we partner with you so you can focus on what matters most: living. We are an independent, fee-based wealth management firm with expertise in financial planning, investments, trust services, and corporate retirement plans. Whatever your season of life--wealth building, nearing retirement, or making a significant life change--we first listen and then provide a comprehensive financial plan.