To get started call us toll-free: 800-285-7878 Or email us at info@thetrustco.com Find A Location Near You Contact Form Indicates required field Name (first & last) Email Phone City & State of Residence I'm interested in learning more about: Wealth Management Financial Planning (Cash Flows, Retirement Savings, Tax Strategies, Insurance Coverage, Estate Planning, Education Savings) and Investment Management Investment Management (Personal) Selection of investments to align with your personal goals, risk capacity, and risk tolerance, and the ongoing monitoring of them to achieve your short- and long-term investment objectives. Investment Management (Business) Selection of investments to align with your business goals, risk capacity, and risk tolerance, the ongoing monitoring of them to achieve short- and long-term investment objectives, and annual reporting to key decision makers. Retirement Plan Administration (Personal) We help individuals who are self-employed, retired, or in-between employers manage their Individual Retirement Accounts. Retirement Plan Administration (Business) We help businesses to select the best Retirement Plan option that aligns with their business and employees, serving as Trustee, providing Plan Administration services, and employee retirement savings education. Foundation, Nonprofit & Endowment Management Trust Administration Estate Administration & Settlement Providing you and your family with peace of mind as a corporate trustee and fiduciary. We handle the administration and settlement of your estate objectively, efficiently, and according to your provisions. Asset Management Illiquid Asset Management Charitable Gift Planning Helping you to align your charitable interests with tax-efficient outcomes to benefit you and your beneficiaries, while also supporting charities you care about. Other comments/questions: How did you hear about us? Personal referral Family, Friend, or Word of Mouth Internet search Social media Saw or heard a Radio or TV ad Professional referral e.g. CPA, attorney, banker Other… Enter other… CAPTCHA Are you a robot (Yes or No)? This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.