Wealth Management

Comprehensive Trust and Estate Planning Solutions

No wealth management program is complete without a comprehensive approach to estate planning. We provide financial professionals with first-class trust and estate planning through Premier Trust.

Premier Trust is a subsidiary of Advisor Group and a sister company to Triad Advisors. Our financial professionals, working with Premier Trust, can manage client assets within a single Fidelity Custody & Clearing Solutions brokerage account.

Comprehensive wealth management services, including:

  • Trust Administration of Personal and Retirement Accounts
  • Estate and Financial Planning
  • Custody and Investment Services
  • Asset Protection Trusts
  • Charitable Giving and Legal Services
  • Corporate Trust Services
  • Dynasty and Insurance Trusts

Working in combination with a client’s legal and other professional advisors, Premier Trust’s professionals can assist with every aspect of estate planning, including retirement, income and estate taxes, succession of the family business, transferring assets to future generations, and asset protection.

The partnership of Triad Advisors and Premier Trust gives our financial professionals a vehicle to control assets and wealth for multiple generations.