Detailed and skillful planning begins with questions related to your financial situation and goals
- Do you have a Will that effectively passes your wealth to your family or favorite charitable organizations?
- Does your investment portfolio balance income and growth with an appropriate level of risk?
- Do you own special assets, such as an investment real estate, that requires special estate planning measures?
- Does your financial plan take advantage of current opportunities to reduce the impact of estate taxes?
PrimeTrust's Commitment.
The delivery of Investment and Trust Services has changed dramatically in recent years. At brokerage firms and "big banks," customers with less than $1,000,000 are rarely afforded the benefit of a portfolio of individually selected and managed securities, and are instead delegated to a family of mutual funds.
PrimeTrust Wealth Management remains committed to providing personalized investment management, trust administration and estate settlement. Begin enjoying the benefits of competitive investment performance, accurate trust and estate administration, and personalized customer care with PrimeTrust Wealth Management.
A Bank Built on Trust.
For over 120 years, PrimeTrust Bank has played an integral role in the creation, growth, preservation, and ultimate transfer of our clients' wealth. The PrimeTrust Wealth Management Group has made a commitment to creating successful investors by listening to our clients' concerns and goals and conducting regular assessment and planning discussions.
Let over 150 years of combined experience work to your advantage, while our planning and investment professionals
