Business Owners and Businesses

As a business owner we understand that your business and family financial concerns are complex and intertwined.  We also know that when developing a wealth plan you must consider the needs and interests of your employees, your key executives and your own family as well.  Selecting the right advisor is an important decision and finding the right financial partner could impact your financial future for life.

At LeTort Trust, we have a long history of focusing our resources on helping business owners develop, integrated wealth plans that bring together strategies for managing, enhancing and preserving your legacy at every stage of your personal and business financial life.

Founded in 2002, LeTort Trust was formed with the strong family business heritage of two successful financial services companies; Eichelberger Management Services and Atgooth Advisors,Inc.  The two companies combined to create a new, highly personalized business model with one goal in mind…to dedicate resources to the financial management, legacy and wealth planning needs of business owners, their employee and their families.  Many of our business clients started working with our firm to build successful qualified retirement plans for their companies and employees.  As their businesses grew in size and complexity, they turned to LeTort Trust to help them manage their wealth and plan for the future of their families.

Today, LeTort Trust Wealth Management and LeTort Retirement Plan Services provide dedicated professionals devoted to the complex financial needs of business owners, business executives and their families.  We support the business owner with a comprehensive resource to help manage their wealth.

  • Qualified Retirement Plan Design and Implementation
  • Personal Retirement Planning Strategies
  • Business and Personal Insurance Planning
  • Investment Management and Asset Allocation Strategies
  • Trust and Estate Planning Services
  • Business Succession Planning
  • Multi-Generational Wealth Planning
  • Automotive Dealership Warranty Re-Investment Program

We understand that being a business owner requires an integrated approach to planning for the future of your company, your employees and your family. We welcome the opportunity to work with you to enhance and preserve your legacy.