Our Heritage

Founded in 2002, LeTort Trust was formed with the strong business heritage of two successful financial services companies coming together to create a highly specialized wealth management firm. LeTort Trust, an Independent Trust Company is designed to combine the best in class investment resources of a large firm, with the highly customized and personal service found only in a boutique wealth management company.

LeTort Trust brings together the collective expertise of Eichelberger Management Services and Atgooth Advisors, Inc. providing businesses, executives and individuals with a wealth of experience in the retirement plan services, investment management and trust industries.  As clients of our core companies grew in wealth and financial complexity, LeTort Trust was formed to expand wealth planning capabilities to keep pace with our clients ever changing financial needs. The result today is LeTort Trust’s unique business and service model that devotes all of our resources to providing focused attention to the accumulation, enhancement and preservation of our clients’ wealth. As an independent trust company, we are held to the highest level of accountability for fiduciary integrity, and that means safety and soundness for your financial future.

Our team of professionals has combined industry experience of over 100 years and is accountable for successfully managing over $850 million in assets. LeTort Trust can offer you independent and objective wealth planning today and in the future.  LeTort Trust was formed in 2002 to take to the next level our existing family businesses, Eichelberger Management Services and Atgooth Advisors. With the formation of the private trust company, we intended to deliver on a brand new presentation in personalized trust and estate services, and our mission has proven highly effective. Through professional referral alone, the assets under management at LeTort have grown from less than $200 million in 2002 to more than $850 million in 2017.