What We Do

Our Services

Administration

  • Personalized services include:
  • Retirement /Social Security Planning
    Education Planning
  • Prepare court accountings
  • Pay bills
  • Provide detailed asset statements
  • Meet regularly with clients and beneficiaries
  • Work with families across multiple generations
  • Estate plan review for consideration of Gift/Generation Skipping and Estate Taxes
  • Manage and execute annual gift-giving programs
  • Understanding the unique situations and assets of each client

Investment Management

  • Asset allocation in accordance with client investment objective
  • A dedicated Trust Investment Committee of experienced professionals

Trust Investment Committee

  • Over 20 years average experience per professional
  • Customized approach to client portfolios
  • Emphasis on diversification and management of risk
  • Individual security and fund analysis and selection
  • ESG Investment Screening
  • Performance Measurement

Trustee

  • Serving as trustee/co-trustee/agent for all types of revocable and irrevocable trusts
  • Ensure compliance with trust agreements
  • Oversee all payments and distributions from principal/income
  • Preparation of fiduciary tax returns and payment of taxes

IRA’s

  • Traditional / ROTH /Inherited
  • ROTH conversions
  • Annual calculations of RMDs
  • Qualified Charitable Distributions
  • Provide advice for changing rules regarding inherited IRAs
  • Trust Inherited IRA administration

 

 

Brattleboro Office

86 Linden Street
P.O. Box 1280 (all mail)
Brattleboro, VT, 05301
802.254.9400
Toll Free: 877.753.4401
Map and directions

Burlington Office

286 College Street
Burlington, VT 05401
802.846.9860
Toll Free: 866.616.0070
Map and directions

Manchester Office

5245 Main Street
P.O. Box 1015
Manchester Center, VT 05255
802.367.1200
Map and directions

Rutland Office

23 Court Street
Rutland, VT 05701
802.776.9400
Map and directions