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