Trust Services

Through the Private Trust Company (PTC), a subsidiary of LPL Financial and Nationally Chartered Trust Bank, we provide comprehensive administrative trust services. PTC can serve as trustee for your existing or new revocable/living irrevocable, charitable, or special needs trusts. Our role will be to work with PTC, alongside your other professional advisors, to ensure that your asset protection and legacy goals are seamlessly integrated into your overall wealth and financial plan.