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. 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 & 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. 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. 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.