Trust Services - Our Exclusive Provider Premier Trust
Proactive planning for a solid future
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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Tricia Carter Wood
Wealth Advisor & Founder
Adam Carter
Client Services
Karin
Director of Operations, Client Services
Arami Hutchins
Operations Manager, Client Services
Kadie Carter
Director of First Impressions, Operations
Renee Knesek
Director of Operations