Trust Services


Top money managers, skilled local advisors & proven investment process!

Our Goal

Trust & Investment management services the "old fashioned way" and local service from trusted professionals who live right here in your community.


Estate Settlement

  • Personal Representative
  • Agent for Personal Representative
  • Conservatorships


Investment Management

  • Investment Management Accounts
  • Agent for Trustee Account
  • IRA's


Trust Administration

  • Revocable Living Trusts
  • Testamentary Trusts
  • Charitable Trusts
  • Foundations
  • Supplemental Needs Trusts