At Rollstone Bank & Trust, we offer an array of Trust, Investment Management, and Estate Planning services to help our clients plan for their future financial needs.
Creating a trust protects and transfers your hard-earned wealth based on your goals. When you create a trust, you designate a person or institution (a trustee) to manage your property or wealth for your loved ones or favorite charity. The agreement may specify instructions to be carried out during or after your lifetime, or both.
When you choose RBT for your Trust Services, you will have direct access to a dedicated, experienced, and professional staff to answer all your wealth management questions. We treat our clients with the highest level of care.
RBT’s Trust Services can:
- Provide smooth delivery of your estate planning strategies
- Expedite tax-efficient transfer of your wealth to your beneficiaries
- Simplify your financial management with personal service and online account access
Our products and services include:
- Trust Administration
- Estate Settlement
- Estate Planning
- Investment Management
- Endowments and Foundation
Contact us to learn more about these Trust and Investment Services.
Important notice about our investment accounts. Please be aware that some investment products are not FDIC insured, and not guaranteed by the bank. These products are subject to risk, such as the loss of principal.
Non-deposit investment products are not deposits or other obligations of Rollstone Bank & Trust and are not guaranteed by Rollstone Bank & Trust.
