What We Do

Our Services


  • 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


  • 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


  • 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
Toll Free: 877.753.4401
Map and directions

Burlington Office

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

Manchester Office

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

Rutland Office

23 Court Street
Rutland, VT 05701
Map and directions