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Custody, Escrow, and Guardianship

Manage your assets with a trusted partner, for now and for what’s next.

For us, success is measured in more than numbers. We’re successful when you feel comfortable, confident, and cared for by experts who are passionate about helping people like you.

When it comes to custody, escrow, and guardianship service, we care for your financial life and legacy just as you would.

Your assets will be coordinated, integrated, and managed by skilled professionals dedicated to solving problems and simplifying the process. From initial planning, to implementation, to execution, we’re here for you every step of the way.

Custody Services

There’s great peace of mind in knowing that all your assets are safely and conveniently located in one place. We can hold your assets for you, collect and record all income, pay bills out of your account, and provide you with a detailed summary any time you need one.

Escrow Accounts

Escrow accounts come in all shapes and sizes. Our flexibility allows us to customize a plan to meet your specific needs.

An experienced advisor will ensure that every party’s interests are handled in a professional and fair manner.


Handling financial decisions for those who can no longer choose for themselves is a responsibility we take seriously.

As guardian of your estate, we’ll help you craft an investment plan to meet the needs of your beneficiaries and ensure that your wishes are carried out. We work regularly with many of the probate courts and offer a trained voice of experience for both asset management and court reporting.

Trust Services

Creating a trust, and appointing a reputable trustee, gives you the confidence that your assets will be distributed the way you want. We have decades of experience and are ready to be on your team, supporting your trust goals.

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Retirement Planning

Thinking about retirement? It’s never too early to start saving for your golden years. We’ll take the time to understand your specific goals, then create a personalized plan to help you retire your way. One of the ways we do this is through a variety of Individual Retirement Accounts (IRAs).

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Hints and Tips

We’ve made it easy to quickly find just the advice you need. Check out some of our latest hints and tips.

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