For Individuals & Families

No matter where you are in your financial journey, we can help you reach your goals. We offer financial planning, estate planning, retirement planning and trust services, so whether you’re focused on providing a secure future for your kids, or making sure they don’t have to worry about you in your retirement, we’ve got you covered.

We ask a lot of questions and listen very carefully to learn all we can about your long-term plans and your tolerance for risk. We will meet with you regularly to check whether your goals and priorities have changed, and if they have, we take a fresh look at your portfolio and financial plan. Maybe the kids have left for college. Perhaps you’re eyeing a second home. Or is retirement right around the corner?

Please take a few minutes to read more about our services for individuals and families, and then get in touch so we can sit down together and answer your questions.

  • Comprehensive Financial Planning

    If you’re spending a little too much time awake at night, worrying about the future, you might want to spend some time with a CERTIFIED FINANCIAL PLANNER™ professional instead.

  • Investment Management

    We design and manage a portfolio for each client's unique situation — an assortment of stocks, bonds, mutual funds and other securities carefully assembled from many choices to meet their goals and dreams.

  • Trust Administration

    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.

  • Retirement Planning

    One of our specialties is helping people decide where their “paycheck” will come from when they retire.

  • Charitable Gift Planning

    Do you have causes that are near and dear to your heart? We can help you formulate a plan that helps you do good.

  • Estate Administration & Settlement

    Estate settlement is often a complicated and stressful process. We will simplify a difficult situation and make it more manageable.

  • Unique Asset Management

    During estate settlement or other situations, The Trust Company can manage unique assets, providing responsible oversight while the legal dispositions are being made.

  • Estate Planning

    We will work with you and your attorney to set up an appropriate will, trust, irrevocable trust or other arrangement, and we will help you assess your tax options and overall estate strategy.