Enjoy the confidence of knowing your affairs are conducted within the regulation and oversight of a national institution. And with more than 125 trust, fiduciary and investment officers within our regional footprint, you’ll receive unmatched personal service from a team of local experts.
Dependable administration of trusts, including distributions to beneficiaries, tax filings, bill paying and detailed financial records, is handled by professionals experienced in dealing with the family issues associated with wealth accumulation and transfer.
We have served as investment advisor for our clients since 1949, using our highly disciplined investment approaches to manage trust assets.
Deciding where to invest funds from a tax-deferred retirement plan rollover can be confusing. Our wealth management team can give you peace of mind by rolling those funds into an Individual Retirement Account (IRA). As an IRA Trustee, we can help control your taxes, protect inheritance dollars and manage the IRA investment within the context of your overall financial picture.
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