Building on more than 80 years of experience in wealth management, American Trust continues to develop investment offerings and strategies to meet the individual of our clients. Our Strategic Wealth Solutions professionals work with each qualified client to design solutions that match their unique needs and goals. If you are a goals-based investor and would like to establish personal objectives for comprehensive financial management, our professionals will get you there.
By understanding your current and future financial needs, whether business or personal, we’ll build a financial profile to help clarify your situation and establish a solid plan to take you into the future. Unlike many retirement strategies, risk tolerance and asset management are just part of the conversation. At American Trust, we have the capacity to bring all of your needs and resources into clear focus. Our clients trust us for discretionary asset management, annuities and insurance, deferred compensation and business succession planning, brokerage and agency accounts, cash flow management, tax advantaged investing, and more.
For more information, contact one of our Strategic Wealth professionals at 800.373.1841.