Our goal is to provide our clients with peace of mind. Our knowledgeable, trustworthy, and committed professionals care deeply about our clients. We get to know them, anticipate their needs, and understand their aspirations and priorities because we consider them a part of our Trust Company family. We aim to simplify our clients’ lives by providing full-service advising across the financial spectrum. Please learn more about our services and then give us a call so we can talk through the options and find the best fit for you. Financial Planning At The Trust Company, we believe the relationship between our clients and our advising teams is at the heart of what we do. Through financial planning, we learn about… Read More... Investment Management Providing the Best Investment Options to Our Clients Independent. Fee-Only. Fiduciary. As an independent wealth management company, our investment team is dedicated to… Read More... Retirement Plan Services We will analyze your retirement plan budget, employee profile, and other factors to come up with an affordable, attractive solution. Read More... Trust and Estate Services You may be considering a trust for yourself, a child, or a parent. We’d be happy to sit down and discuss whether a trust is the right solution. Read More...