Navigating Your Financial Landscape
Our experienced team creates personalized solutions for clients’ financial objectives and needs.
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INVESTMENT MANAGEMENT
Personalized solutions, based on our clients’ objectives and goals.
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TRUST & FIDUCIARY SERVICES
Comprehensive services to execute fiduciary duties fully and to the highest standards of accountability.
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WEALTH PLANNING
Collaborative wealth planning strategies focused client’s long-term perspective.
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FAMILY OFFICE SERVICES
Concierge services structured to ease individuals and families of the burden of everyday financial matters.
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CORPORATE RETIREMENT PLANS
Every business is unique. Colonial Trust partners with companies of all sizes to create retirement plans that work for them.