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:
- Estate Settlement and Trust Administration
- Investment Management
- Trust Services
- Estate Planning
- Financial and Retirement Planning
- 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: