Trust Services

As you prepare for future financial needs, its also important to put in place a plan for how youd like your assets to be allocated to the people, businesses or charities that are important to you. We offer several ways to accomplish this and ensure your money grows to meet these needs through our partnership with The Trust Company, an independent, locally owned trust company with $1.3 billion under management. The Trust Company offers expertise in the planning, investing and administration of all types of trusts, as well as a deep knowledge of fiduciary principles and how to apply them in virtually any trust situation.