The Private Trust Company, N.A., licensed in all 50 states under its 1995 national banking charter, serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial advisors. This model allows for clients to utilize the experts at The Private Trust Company to provide professional trust administrative services while outsourcing investment management services.
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LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.