Home » Services


Two women discussing a paper at Trust Company of Vermont

Trust Administration

Our skilled trust administrators are devoted to navigating documents, trust accounting, trust tax management, and bill pay.

Estate Planning

We collaborate with you and your attorney to strategize and provide administrative perspective.


Whether you’re just getting started with an IRA or are ready to withdraw, we’re here to help.

Our Fees

Our fees are fair, competitive, transparent and all-inclusive.

Ready to take the next step with your financial future?

A company devoted solely to investment management and trust services, we are unique among fiduciary and investment advisors for our combination of independence, employee ownership, expertise, and our approach to maintaining long term relationships.