Name
Arboretum Wealth & Trust Management
Description
As a chartered trust company, Arboretum Wealth and Trust Management has the ability to manage complex financial situations, operate as a corporate trustee, and truly provide a full spectrum of financial services.
Even better, our services are all provided by in-house professionals. Trust administration is not farmed out to a third party as many retail brokers do. Investment management is not farmed out to a third party asset management firm, like many community banks do. This in-house commitment is what allows us to know you, your goals, your preferences, and your needs to provide the personal, unique client service that is the hallmark of our company.
One concrete example of our commitment to our clients, especially our special needs clients, is the fact that 100% of our team have completed the Giant Steps' Autism Friendly Certification Program.
Even better, our services are all provided by in-house professionals. Trust administration is not farmed out to a third party as many retail brokers do. Investment management is not farmed out to a third party asset management firm, like many community banks do. This in-house commitment is what allows us to know you, your goals, your preferences, and your needs to provide the personal, unique client service that is the hallmark of our company.
One concrete example of our commitment to our clients, especially our special needs clients, is the fact that 100% of our team have completed the Giant Steps' Autism Friendly Certification Program.
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