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Flourish – in your own way.

Independent advice across all aspects of your financials focused on your definition of success.

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Wealth Management

Simplifying the complexities of your finances through credentialed experience.

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Corporate Retirement

Designing and managing your company retirement plan with full Fiduciary responsibility.

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Personal Trust

Planning and administration for revocable, charitable, special needs or asset protection trusts.

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The Trust Company

LIVING LIFE ON YOUR TERMS

For you, your heirs, your community or your employees, The Trust Company offers exceptional results with the personalized service you expect from a trusted advisor. We can help develop your financial vision and make it a reality.

Our corporate retirement plans are full service with complete acceptance of fiduciary responsibility, employee education and investment advice.

For your personal wealth management, our team integrates financial planning with experienced investment management focused on your goals. We provide family office services and can accommodate a myriad of other specialized needs. Our team of CPAs and attorneys can work with your advisors to assure a solid estate plan to fulfill your wishes.

Trusts really allow you to put a plan in place to take care of those you care most about. Our team has a breadth of experience with planning, establishing and administering trusts of all types.

The Trust Company 30th Anniversary Logo

Previously we had three separate companies working on our plan, including a record keeper, a third-party administrator and an investment advisor. The simplified process of making one call to The Trust Company for all plan functions has proven incredibly more efficient in both time and cost.

— Susan Bacon, Chief Financial Officer, Johnson & Galyon Construction

Thank you for what I can only describe as a “lightening quick” transaction and the most notable customer service I have experienced in a very long time. It has always been a pleasure to work with you, not only on behalf of our firm, but also with my individual accounts. I have never been disappointed! I always recommend The Trust Company when I have the opportunity.

– Tom A. Ballentine, Chief Financial Officer, Baker, O’Kane, Atkins & Thompson