Wealth Planning

Colonial Trust offers comprehensive financial planning services utilizing industry-leading software to provide goals and cash flow-based planning. This process is a cornerstone to identifying a client’s investment goals, which influence the asset allocation and investment management processes.

The planning process provides a holistic overview of a client’s financial situation, today and in the future. This can provide clarity around retirement and estate planning decisions.

Wealth planning services are offered as valuable complements to Colonial Trust’s wealth management services but may be available on a stand-alone basis.


Personal financial planning isn’t just about managing your income and expenses. We take the full picture into account — from investments and real estate to retirement accounts, insurance and more.


Every person and every family is different. We take the time to get to know you, help you define long-term goals, and then create a plan that will support your objectives.


At Colonial Trust, we consider financial planning to be the cornerstone to developing appropriate investment goals. This, in turn, drives our client-centered asset allocation and investment management processes.