Investment and Fiduciary Services

Summit Trust and Wealth Management Group offers a full scope of investment and fiduciary services to help our clients enjoy financial wellness in each stage of life. With over 100 years of experience, we offer a full range of investment and trust services.

Providing a Full Scope of Investment and Fiduciary Services:

Personal Wealth
• Estate Settlement and Trust Administration
• Investment Management
• Trust Services
• Estate Planning
• Financial and Retirement Planning

Institutional Wealth
• Foundation, Endowment and Non-Profit Services
• Business Retirement Plan Services

The key to our success has been our ability to understand and meet the needs of the clients we serve. This commitment to tailoring services to the specific needs of each client is the foundation of Summit Trust & Wealth Management Group.
 

Click here to learn more about our Personal and Institutional Wealth Services:

PERSONAL WEALTH

INSTITUTIONAL WEALTH

 

Summit Community Bank is a Member FDIC. Trust Services may invest in insured deposits or nondeposit investment products. Nondeposit investment products are not insured by the FDIC or any other government agency, are not deposits or other obligation of, or guaranteed by any bank or any affiliate, and are subject to investment risk.