Trusts & Investments
We provide attentive, personal service to complement your estate planning, investment, retirement and continuity needs.
The Value of Long-Standing Relationships
Our Trust and Investment team helps individuals and families achieve their major long-term financial goals, with specialized wealth management strategies for investment and retirement accounts. We also provide trust and estate administration by serving as a corporate trustee or executor for matters of probate.
As with everything we do, our focus is on delivering highly personalized service. We understand the value of long-standing relationships and are proud to say that our clients count on us, generation after generation.
Our Services
Our staff has extensive experience, with a focused commitment to providing attentive, personal service to complement your estate planning, investment, retirement, and continuity needs. We provide a fully disclosed and competitive fee structure based on the market value of the assets under management and the type of services performed.
Full Investment Services
We provide services for individuals, trusts and retirement accounts, with careful selection of the appropriate objectives for you, including distribution and tax planning strategies.
Asset Management, Trust Administration, Will & Probate
We serve as trustee or as agent for a trustee or other fiduciary, or to you individually, to provide all the necessary tools for managing your assets, reporting and compliance.
Professional Fiduciary
We are experienced, bonded, ethical and regulated for your security and peace of mind.
Meet Our Trusts & Investments Officers
Don’t hesitate to contact our knowledgeable team members directly. We’re here to help you find the right product for the life you want to live — now and in the future.
Thomas J. Queeney CTFA, CFP®, AEP®
Vice President/Senior Trust Officer
Brianna Adams, J.D., LL.M.
Vice President/Senior Fiduciary Officer
Michael J. Rodier, CFP®, CSRIC
Vice President/Senior Portfolio Manager
George Rooney, CFA®
Vice President/Portfolio Manager