Newly renovated space on Harrodsburg Road was designed with clients in mind
American Trust Wealth has transitioned to a brand-new office space – right next door to their previous location on the corner of Harrodsburg Road and Alexandria Drive. The new office features expanded meeting space, creating more opportunity for collaboration and client meetings.
“It’s important to us that we provide the optimal working environment for our advisors,” said Kevin Avent, Managing Director, Wealth Management, at American Trust Wealth. “Our team has remained committed to being available to our clients, and this space needed to reflect that dedication to in-person accessibility.”
This announcement comes on the heels of another announcement from American Trust Wealth, involving major enhancements to both their website and client portal.
American Trust Wealth focuses on managing the wealth of high-net-worth individuals and serving foundations and endowments in a fiduciary capacity, operating within its trust charter. Its Fiduciary Investment Advisors oversee more than $1 billion in assets and serve approximately 1,100 households.
Services include financial planning for individuals and families, institutional investment management, estate planning services, trust arrangements, charitable giving, tax planning, managed rollovers and more.
The new address for American Trust Wealth is 2525 Harrodsburg Road, Suite 300 Lexington, KY 40504.