Providing services to family and individuals. Handling all aspects of finances, real estate, trust management and estate management.
Professional Staff: Two full time Client Account Managers provide detailed administrative services for the business. The office manager maintains records and supports the banking, real estate, and other functions. All staff coordinate with attorneys, CPAs, realtors and medical service providers.
What is a Fiduciary?
A fiduciary is a person who assumes responsibility for a position of trust.