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We are wealth management experts dedicated to preserving and growing your legacy.
Exceeding expectations is our specialty. We go above and beyond to deliver exceptional results.
Our talented team provides services across several disciplines
Consulting & Investment Management
Our in-house investment professionals provide customized solutions for managing your assets based on your risk profile.
Trust Administration
Our trust administrators work closely with clients and their families to honor their intentions and preserve their family legacy.
Retirement Services
We can work with individuals, corporations, and non-profits to create a retirement plan that gives you and your employees long-lasting financial security.
Who We Are
Since 1998, we've delivered the highest level of service and expertise in managing, preserving, and growing our client's wealth. At InvesTrust we provide peace of mind and stability through unwavering professionalism, guided by ethics and expertise that withstand trends. Our clients trust us, and we honor that trust with personalized, independent financial plans designed to exceed expectations.