Who We Are
American Trust Wealth, an AmericanTCS business, was founded to help individuals and institutional investors reliably reach their investment goals in a manner that instills the highest level of confidence and complete peace of mind. Our Wealth Management Services group is dedicated to carrying out that mission by offering our clients highly personalized service, expertise, and a broad suite of financial services.
Who We Serve
Many companies say they put the interests of their investors first. At American Trust Wealth, we let our actions say it for us. You will see this in our fiduciary status, a legal requirement of loyalty; in our solutions, designed to help you achieve your goals; and above all in our people, who will treat you like family.
Individual Investors
Developing a plan is just the starting point; financial success is best achieved when that plan is actively monitored, managed, and adjusted to your changing lifestyle. American Trust Wealth can help you put your financial plan into action.
Institutional Investors
At American Trust Wealth, being a fiduciary is the very cornerstone of our foundation. What that means for your nonprofit, foundation or institution is that you will always receive the highest standard of care in the industry. It means you can count on us to put your organization first by always doing what’s in your best interest. We are here to help you on the journey to achieve your mission.
Our Solutions
Financial Planning – Individuals & Families
Institutional Investment Management
Dividend Growth Strategy
Estate Planning Services
Investment Management
Managed Rollovers
Tax Planning
Retirement Income
Trust Arrangements
Charitable Giving
Fiduciary Excellence Isn’t an Option:
It’s a Requirement.
Financial safety – more than likely this is one of your greatest concerns. You want the security of knowing that your financial future is in good hands. When you work with a fiduciary like American Trust Wealth, you can ‘trust’ that we’re working hard to help your savings grow and prosper.
You see, at American Trust Wealth our commitment to you always comes first. As a fiduciary we’re bound by law to always act in your best interest and to do so using a prudent expert standard of care. Our dedication to you is the very foundation of who we are.
Certified for Fiduciary Excellence
The Centre for Fiduciary Excellence (CEFEX) certified our firm, Unified Trust, a division of American Trust Company, as meeting its highest standards of Fiduciary Practices for Investment Advisors. We were among the first Investment Advisors globally to successfully complete the independent certification process and the first trust company (Unified Trust Company) certified in the United States. To maintain our CEFEX certification we submit to annual audits by the Centre for Fiduciary Excellence.
American Trust Wealth
American Trust Wealth was founded to always put the investor first. Many companies say they put the interests of their investors first. At American Trust Wealth, we let our actions say it for us. A legal requirement of loyalty; in our solutions, designed to help you achieve your goals; and above all in our people, who will treat you like family. You can rest assured knowing that your goals are our goals.