Estate Planning Investment Management: An Integrated Approach
Our experienced advisors at Towne Trust Company will bring estate planning wealth management together under one thoughtful framework—to help steward wealth, manage tax exposure, and honor the impact you want to make.
Estate Planning Investment Management Involves
- Aligns portfolios to support preservation and growth with your time horizon, risk profile, and distribution needs.
- Diversification, tax-aware strategies, and prudent risk management help maintain asset longevity across market cycles and generations.
- Coordinate your portfolios with your estate structure—optimize account titling, beneficiary designations, and trust funding.
- Make it easier to connect retirement income, education funding, charitable initiatives, and legacy goals—while keeping flexibility as life evolves.
- Ongoing reviews and proactive adjustments to navigate dynamic markets and regulatory updates so your plan remains aligned and effective.
Our Approach
We begin by understanding your risk tolerance, income needs, and tax situation. Then, we create a tailored asset allocation plan and guide you toward the most suitable investment options.
We create investment guidelines to structure your portfolio with diversified stocks and bonds, carefully evaluating each asset—including municipal and corporate bonds when appropriate.
We stay connected because estate planning and wealth management are ongoing. Our team revisits your goals as needed and provides regular account updates.
Benefits of a Unified Approach in Estate Planning Wealth Management
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investment goals
Align Your Goals
Our team integrates fiduciary guidance, trust administration, and personalized portfolio management to create a seamless experience. -
investment oversight
Ongoing Oversight
We balance risk and return through market cycles, incorporate tax-aware rebalancing and distribution planning to help extend asset longevity. -
protect investments
Protect Your Beneficiaries
We help you make designations, coordinate trust provisions, and risk-aware portfolios designed to support reliable distributions.
Meet the Towne Trust Team
Contact Us Today to Get Started with Your Estate Plan!
Investment and Insurance products are Not a deposit, Not FDIC-insured, Not guaranteed by TowneBank, Not insured by any state or federal government agency, subject to risk and may go down in value.
The information provided is not intended to be legal, tax, or financial advice or recommendations for any specific individual, business, or circumstance. Towne Trust Company cannot guarantee that it is accurate, up to date, or appropriate for your situation. You are encouraged to consult with a qualified attorney, accountant, or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.