A Wealth Management Team You Can Trust
American Trust Wealth 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.
We have also been certified annually by the Centre for Fiduciary Excellence (CEFEX) since 2006, meaning that we voluntarily undertake annual audits by independent expert analysts to continually verify our adherence to the highest standards of fiduciary best practices in our industry.
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Our Culture
American Trust Wealth is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the American Trust Wealth culture embraces a spirit of support and a dedication to helping you achieve your goals.
Hear more from our team in the videos below.
A Culture of Client Relationships + Success
The Intersection of Wealth Management + Bourbon
Insight from the American Trust Wealth Team
From insightful blogs and overviews of the latest portfolio options to books about bourbon and investing, our team drives innovation through knowledge. Read more from our team of experts below.
From Grains to Gains:
A Bourbon-Infused Guide to Investing
Portfolios to Note
Dividend Growth Strategy
Select Quality Growth Strategy
Income+ Portfolios
Thoughts from our Advisors
Credit for Minors: Building a Foundation for Lifelong Financial Confidence
At American Trust Wealth, we believe the path to financial confidence begins early. One of the most valuable lessons...
Protecting Your Family from the Rise of Child Identity Theft: A Guide for Parents
At American Trust Wealth, our commitment goes beyond managing wealth — we also work to help preserve your family’s...
Financial Literacy for Kids: Why Starting Early Matters
By Andrew Mason, CFP®, AIF® When families come to us at American Trust Wealth, they are often thinking about...
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