Trust Services. Protecting Your Interests.
At True Wealth, we offer a variety of trust services to ensure that trusts are managed effectively and in line with the grantor’s wishes. Our trustee services help manage and protect your assets within a trust.
A trust is as individual at you are, reflecting your financial situation with its own complexities and concerns. We help you protect your wealth and ensure your intentions are fulfilled with the objective support of a team of financial professionals. By handling the day-to-day responsibilities, such as distributing income to beneficiaries, maintaining records, and ensuring compliance with legal and fiduciary obligations, we can relieve beneficiaries and other stakeholders from the complexities of trust management.
Trusts can be particularly useful in protecting assets, managing distributions over time, and potentially minimizing estate taxes. Our role as an impartial fiduciary ensures that all actions taken are in the best interest of the beneficiaries, providing peace of mind and ensuring the trust operates smoothly and efficiently.
- Fiduciary Duty. In our role as a fiduciary, we have a legal obligation to act in the best interests of the beneficiaries, exercising care, loyalty, and impartiality in managing the trust's assets. At True Wealth, we oversee the investment of trust assets in accordance with the trust’s objectives and the beneficiary’s needs.
- Asset Management. At True Wealth, we provide integrated financial planning services to ensure that the trust aligns with the grantor's and beneficiaries' financial goals. We develop and manage an investment strategy within the trust that balances risk and return and is tailored to the trust’s purpose, ensuring diversification and adjusting the portfolio as needed to meet the trust's goals.
- Income Distribution. Our trustee services include the distribution of income or principal to the beneficiaries as specified by the trust agreement, including making regular payments, handling requests for funds, or distributing assets upon certain events like reaching a specified age. We maintain and communicate all trust activities, including transactions, distributions, and expenses to the beneficiaries and, if required, to the court.
- Tax Planning and Compliance. At True Wealth, our tax preparation experts are responsible for filing tax returns on behalf of the trust and paying any taxes owed. Our tax planning services ensure that the trust operates in a tax-efficient manner and that the trust stays compliant with relevant tax laws and regulations.
Additional Individual Services
Trust Services for Life
We offer integrated trust services to manage and protect trust assets. Because every trust reflects a unique financial situation, our team ensures that the trust’s intentions are fulfilled while relieving beneficiaries from the complexities of trust management. We handle responsibilities like asset management, income distribution, and tax preparation and compliance. In our role as a fiduciary, our goal is to ensure impartial, smooth, and efficient operations. We help you protect your wealth with the objective support of a team of financial professionals.
Planning
Your Life
Together
Building and
Protecting
Wealth
Managing
Sudden
Wealth
Navigating
Being Suddenly
Single
Retiring
with
Confidence
Creating a well-designed retirement plan yields clarity, confidence, and a roadmap to successfully transition to and through retirement. Your plan is the framework key decisions — Social Security claiming, investment strategy, tax-smart distributions from your portfolio — are made within to preserve and protect your retirement lifestyle.
Transferring
Generational
Wealth
Planning Your Life Together
Building and Protecting Wealth
Navigating Being Suddenly Single
Managing Sudden Wealth
Retiring with Confidence
Creating a well-designed retirement plan yields clarity, confidence, and a roadmap to successfully transition to and through retirement. Your plan is the framework key decisions — Social Security claiming, investment strategy, tax-smart distributions from your portfolio — are made within to preserve and protect your retirement lifestyle.
Services Focused on Your Needs
We deliver investment management and integrated financial planning services for individuals & families, building and protecting wealth, readying for and in retirement, or transitioning wealth to the next generation. We can provide you with the level of service, strategies, and expertise that best meets your needs. You will always have a dedicated team of professionals proactively working on your behalf.
True Wealth Private Client
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
- Tax Planning Strategies
- Charitable Giving
- Estate Planning
Dive Into the Details
Are you great at making money but tired of dealing with the complexities and lack of clarity around your finances? Seeking a coordinated strategy to make the most of what you have? Our True Wealth Private Client service is built for clients with $1.5+ million in investments or experiencing greater complexity in their financial lives. Private Clients receive robust wealth management services with an increased focus on investment strategies for SEC Accredited Investors or Qualified Purchasers and a greater emphasis on tax minimization, charitable giving, and estate planning strategies. Your service team will be led by a seasoned advisor who will coordinate subject-matter experts as needed as we deliver white-glove services to you.
True Wealth Planning
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
Dive Into the Details
Are you getting serious about retirement and wondering whether you’re on track? Unsure how or where to invest after you maximize your 401k or 403b or whether to pay down debt? Concerned about taking too much investment risk but also want to make sure your money lasts? True Wealth Planning is for those who are serious about reaching financial independence and protecting their lifestyle throughout retirement. The core needs of True Wealth Planning clients tend to focus on cashflow management, spend vs. save decisions, maximizing peak earning years, retirement and retirement income planning, and investment strategy.
True Wealth Investing
- Associate Wealth Advisor
- Investment Management
Dive Into the Details
Are you seeking a reasonable return to grow your wealth at a comfortable level of risk? Unsure how to best achieve your investment goals? Investing can be intimidating. While information proliferates, filtering the noise becomes equally important to staying abreast of true advancements in portfolio design. We utilize science-based, time-tested strategies as our foundation while staying on the leading — but not bleeding — edge. Our strategies are driven by a rigorous, disciplined process, helping reach your investment goals.
Latest Financial Insights
See our latest articles, podcasts, and other insights on how we think about retirement planning, investment markets, tax-smart strategies, and enhancing your business’ operations and equity value, and more. We aim to cut through the noise and help educate and inform how to improve what will drive results.
2024 Investment Markets: Performance, Concentration, and Parallels