LeTort Wealth Management

LeTort Wealth Management encourages a collaborative, professional team approach to growing, managing and preserving your wealth.  As an Independent Trust Company, LeTort Wealth Management Services can provide you with a unique dimension to managing your wealth. Consider the benefits of working with a corporate trustee.

  • As an independent trust company we have the ability to act as trustee to manage your trust without the conflict of family interests and dynamics.
  • An independent trust company is highly regulated and held to the highest standards of fiduciary accountability in the industry.
  • Since we offer no proprietary investment products, we offer truly objective, unbiased investment management.  
  • Continuity of management throughout your life and future generations.
  • Our mission as an independent trust company is to act in the sole interests of our clients and their families.

 

We take pride in the fact that many of our personal clients today were at one time our business clients, either as business owners or key employees.  Our commitment to becoming a financial partner for life extends our wealth management services to include:

  • Comprehensive plan development based on individual and family wealth and legacy goals
  • Professional, objective investment management
  • Collaborative planning with other professional advisors to provide a complete wealth strategy including:
    • Trustee Services
    • Multi-Generational Wealth Planning
    • Insurance
    • Tax Planning
    • Business Succession Planning
    • Retirement Planning
    • College Planning
    • Charitable Giving
    • Revocable and Irrevocable Trusts
    • Investment management
    • Estate Settlement
    • Bill Payment

We exceed expectations through careful planning, integrity in business and a lifelong commitment to helping you achieve your financial goals.