Choosing The Right Trust Officer

Choosing The Right Trust Officer

You’ve worked hard for your wealth. Now it’s time for your assets to work hard for you.

At ESSA, wealth management is more than investing. We take a personal approach that encompasses your entire portfolio — including asset management, tax planning, estate planning, and asset distribution. Other financial advisors are only focused on portfolio management, which is the investment side of your assets  — maximizing your return — but may not include the greater spectrum of financial planning. At ESSA, we do both.

Important variables to consider:

When selecting a trust officer ask yourself what’s most important. An experienced officer should assist with all your asset management needs — and align with your unique money personality. Our Trust Officers are all experienced professionals trained to manage all aspects of wealth management.

When entrusting your assets to an ESSA Trust Officer, we’ll ensure our philosophies match as we work toward goal attainment together.

Your needs are what’s most important.

Choose an advisor who puts you first.

At ESSA, we take the time to get to know you and discover all the various aspects of your life. We also delve into your unique portfolio needs and develop a strategy to protect and increase your wealth. The tools you leverage will be based on your situation, whether it’s maximizing investments, reducing your tax burden, establishing a trust or will, or managing your assets.

Consistent communication is another essential service. Anticipate meeting with your advisor regularly, with the ability to choose from online or in-person meetings. A regular schedule allows you to stay focused on goal attainment and portfolio changes.

At ESSA, we prioritize frequent and thoughtful communication. We also tailor a wealth management plan based on your unique and evolving needs.

We’re ready to serve you.

Our Trust Officers can assist with an array of asset management needs. We offer the services and expertise you deserve.

Choose from:

Investment Management

Manage your assets with the best possible mix of solutions:

MarketPlus Investing®

Available in Pennsylvania only from ESSA, MarketPlus Investing® is a method of structuring portfolios to lower expense ratios and enhance returns based on your investment philosophy.

Estate Planning

Ensure you and your loved ones are protected with appropriate estate planning, including Living Trusts, Testamentary Trusts, Guardianships, and more.

Contact a Trust Officer today!

 

 

Disclosure:

Products offered by Asset Management & Trust: ·Not FDIC insured · May go down in value · Not financial institution guaranteed · Not a deposit · Not insured by any federal government agency.