Trust Investment Management
Too often, setting up a Trust means having to establish a new relationship for investment management. However with the broad range of investment programs available through our firm, we have the ability to create an investment strategy appropriate for the objectives of your existing Trust.
And thanks to our affiliation with Cetera Wealth Services, the Advanced Planning Group is available to us. Their team can help with questions in many strategic planning areas, such as:
Estate Preservation
Legacy Planning
Revocable / Irrevocable Trusts
Charitable Giving
Wealth Replacement
Intra-Family Transfers
Gifting
Asset Protection
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.