Economic Realities &
Investment
Opportunities
Click to register for our
Annual Spring Conference
On May 24, 2016
Economic Realities &
Investment
Opportunities
Click to register for our
Annual Spring Conference
On May 24, 2016
A TIME TO LOOK AHEAD
A TIME TO PLAN
A TIME FOR LIVING
A TIME TO CONNECT

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.

Is It Time to Plan for Future Medical Costs?

Alzheimer’s Caregivers Give Up Food, Medication, Education.

Read More →

Join our Team

Trust Company is growing and looking for professionals to join our team.

Join our Team →