trust services

You’ve spent years building wealth and security for yourself and your family. Your lifetime of accomplishments can have a lasting impact into the future, and trusts can play an integral role in achieving your wealth management plan.

Through our exclusive relationship with Franklin Templeton Bank & Trust, we are pleased to offer our clients full service trust administration, safekeeping, and tax reporting services.

By partnering with Franklin Templeton Bank & Trust, we are able to offer full service trust management capabilities while retaining the ability to manage client assets locally.