Wealth Advisors Trust Company recognizes that a client's trusted financial advisor is an integral part of the wealth management team. We work with the financial advisor to ensure that our solutions are centered around their client's needs. Our goal is to be an additional resource to service providers in the financial arena.

While many custodians, broker-dealers and brokerage firms are associated with “independent” trust companies, independent does not automatically mean independence. A change in the custodian, broker-dealer or brokerage firm does not necessarily mean it is possible to change the trust company.

We have designed a trust company to be a replaceable servicer. We identify with your need to have a best of class solution for each of your clients. As your money management solutions are replaceable, so should be your custodian, software providers, employees and trust company. Combining your custodian and trust company under the same legal roof reduces the most prized of American possessions – freedom.