Trust Services

Elevate Your Legacy with Exceptional Trust Services

Our trust services can help you accomplish specific financial goals in the way you intend, whether it’s passing on assets to heirs, establishing a fund for a loved one’s support, providing for a disabled child, or helping you with incapacity planning.

Expert Trust Services to Safeguard Your Legacy

As your advisor, I will work with one of our trust officers to manage your assets through the eyes of a professional with in-depth insight into your full financial picture. Our trust services team offers a breadth of services, education and support to help you address your estate planning needs and move toward your future with confidence. With specialized expertise, our trust officers can provide a full suite of trust services to help safeguard your legacy and ensure the wishes you have expressed in your will are realized.

  • Through our holistic wealth planning process, we gain broad perspective on the big picture of your finances; this shapes the wealth management strategies we select for you. Each diversified portfolio is tailored specifically for a given client’s unique objectives and risk tolerance, and is adjusted over time as necessary.

  • The foundation of our investment strategy is to ensure we invest in the highest quality investments that meet our clients’ long-term needs. This includes equities of blue-chip, dividend-growing companies and high-quality fixed income investments.

  • We believe that active management adds value. We use disciplined buy and sell approaches to maximize gains and minimize losses. We tactically manage the asset allocation of each portfolio to focus on preserving capital in times of market difficulties and growing capital while markets are strong.

  • Our strategies are built on Plena Wealth Advisors four founding investment principles: 1) a focus on wealth preservation and managing downside risk, 2) the integration of asset allocation with tax and estate planning, 3) a disciplined approach to investing, and 4) the courage to embrace a contrarian perspective.