Good If You...

  • Want Professional Management of Your Investment Portfolio
  • Desire a No Pressure, Low-Cost Asset Management Partner
  • Enjoy Personal Service from a Local Representative


  • Professional Asset Management
  • No Sales Commissions and Low Administrative Costs
  • Local, Experienced Representatives

Services Offered

  • Retirement Planning
  • Retirement Program Setup & Administration
  • Educational Savings Planning
  • Investment Services Facilitation
  • Agency Arrangements for Investments
  • Portfolio Management
  • Asset Management

Products Offered

  • Individual Retirement Accounts (IRAs) - Traditional and Roth
  • 401(k) Plans
  • Defined Benefit Plans
  • Employee Stock Option Plan (ESOP)
  • Savings Incentive Match for Employees (SIMPLE)
  • Simplified Employee Pension (SEP)
  • Brokerage Accounts for Individuals and Business Owners
Free Consultation

FREE Consultation

Call Wealth Management & Trust Services at 731.287.4239


Ready to Get Started?

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Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by Any Federal Government Agency • Not a Bank Deposit