Wealth Management

Wealth Management

We focus first on understanding and controlling risk, then maximizing returns.

Great trust management starts with understanding each client’s immediate and long term needs and evolving goals. We begin our process with a comprehensive look at the big picture, in the marketplace and in your life-planning. Then, we customize a strategy that matches your lifestyle and legacy plans by combining best-in-class institutional managers and funds.

Since this approach eliminates any potential conflict of interest, your best interests are always our clear and primary focus.

We manage investment portfolios for:

  • Individuals
  • Trusts
  • Endowments, Charities & Entities
  • Retirement Accounts

Proactive & Transparent

You can count on us to keep you up to date on your investments and our strategies with long-term and just-in-time information, delivered the way you want it. You’ll never have to guess what’s going on – because we’ll be right beside you when you need us.

Financial and Retirement Planning

For all fiduciary and trust management clients of Trust & Wealth Partners, financial and retirement planning is available at no additional cost to assist out clients better achieve their financial an legacy goals.

We include relevant discussions, analysis and research with all meetings with our clients to help them understand their current circumstances, help them develop and articulate their reasonable goals, and prepare reporting and analysis to assess their current financial status and ability to meet goals. That understanding and analysis is then used as a critical component in creating investment strategies for the client, and modifying those strategies when appropriate.

To learn more, please contact one of our Trust & Investment Partners professionals.

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Our Investment and Research Partners

We manage the asset managers who manager your money.

Partner providing asset allocation analytics, fund due diligence and individual security strategies

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Partner providing asset allocation analytics and fund due diligence

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A preferred mutual fund partner

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A preferred mutual fund partner

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