Who We Are
American Trust Wealth, a part of American Trust Company (“American Trust”) was founded to help investors reliably reach their investment goals in a manner that instills the highest level of confidence and complete peace of mind. Today our Wealth Management Services group is dedicated to carrying out that mission by offering our clients highly personalized service, expertise and a broad suite of plans and services in a fiduciary environment.
Who We Serve
When you work with a fiduciary like American Trust Wealth,
you can ‘trust’ that everything is being done to help your savings grow and prosper.
Individual Investors
Developing a plan is just the starting point; financial success is best achieved when that plan is actively monitored, managed and adjusted to your changing lifestyle.
Institutional Investors
Managing a foundation or endowment requires a balance of short- and long-term planning, daily operations and active investment oversight, all within a fiduciary-compliant manner. We implement effective procedures and prudent policies to help make your mission a reality.
What We Do
Financial Planning
It all starts with defining your goals.
Your financial goals are as unique as you. We work with you to first define your goals and then tailor a personalized investment plan so you can achieve them. As your goals evolve, you can count on us to make sure the plans are in place to help you achieve financial success.
Managed Rollovers
Keep your retirement plan savings working for you.
The American Trust Managed Rollover Solution helps you keep your retirement savings growing while still protecting your tax-deferred status. Unlike many traditional rollover products, the Managed Rollover Solution includes an important financial planning overlay to personalize the experience to your specific situation, goal, and time horizon.
Trust Arrangements
You can put your trust in American Trust.
Our personal trust services include the administration of trusts and ensuring that those accounts are administered in accordance with the terms of the governing documents.
Foundations & Endowments
Your Mission is Our Mission.
Managing a foundation or endowment requires a balance of short- and long-term planning, daily operations and active investment oversight, all within a fiduciary-compliant manner. We implement effective procedures and prudent policies to help make your mission a reality.
Investment Management
Selecting investments with your goals in mind.
We offer a full range of investment management services and work with you to determine your risk tolerance and asset allocation. We use an open architecture platform that allows access to over 20,000 investment options. We are not tied to any product line, and we objectively evaluate every investment using fiduciary best practices. In fact, any revenue sharing payments we receive from fund companies are passed back to you to offset your fees.
Unified IncomePlan
You worked hard to get to retirement; we are here to help you get the most out of it.
The Unified IncomePlan® is your personalized retirement income solution. It’s a process that starts with you–understanding your goals, your lifestyle and your expectations for achieving an enjoyable retirement. With your help and input, our experienced retirement professionals will perform a comprehensive analysis of your goals, and develop a personalized plan that helps provide you with a reliable and sustainable income stream throughout your retirement.
Tax Planning
Understanding your goals with efficient tax planning.
Taxes are unavoidable, but with adequate forethought, we can align your financial goals with efficient tax planning to minimize tax liability. Our advisors review your retirement and savings contributions to help ensure that they are the most tax advantageous.
Dividend Growth
We believe a history of success is a clear indicator of favorable outcomes in the future.
At American Trust Wealth, we understand the importance of investments that provide investors with a growing stream of income over time, but that also offer the peace of mind of knowing that you are investing in companies with a history of success. We seek companies with rising dividends and potential capital appreciation, and we strive for higher returns on investments.
Estate Planning Services
A plan for the future.
Estate Planning is a process that starts with you – understanding your unique financial goals, reviewing your comprehensive estate, and identifying the needs of your family. At American Trust Wealth, we don’t just hand you an off-the-shelf solution. Instead, we offer you a hand in crafting a personalized estate plan that will serve your needs and those of your family.
Charitable Giving
Make a difference with endowments, charitable giving and more.
From developing plans to leave a portion of your investments to charities, to carving out possible endowment or foundation accounts, we are here to help you make a difference and to do it in the most effective way possible.
How We’re Different
Whether you become a part of the American Trust Wealth family or not, we want to know you. Because in a world where it can sometimes feel as though everyone is out for themselves, we believe the best investments come from putting your interests first. It’s why American Trust Wealth chooses to be a fiduciary, which means we are required by law to put the interests of our clients first in everything we do.