Trust & Wealth Management

Thoughtful guidance to help you manage, protect, and grow your finances

 

Whether you're planning for retirement, navigating a trust, or managing assets for a loved one or organization, Armstrong Trust & Wealth Management's experienced team is here to help. We proudly serve individuals, families, and business owners.
As fiduciaries, we always put your interests first. By offering personalized strategies and a steady hand, we help bring clarity and confidence to your financial journey.

Agency Investment Management

Armstrong Trust & Wealth Management provides fee-based investment management for IRAs and brokerage accounts. With discretionary authority, we make decisions on behalf of individuals, trustees, or organizations, keeping your goals and risk tolerance at the forefront of every decision.

Irrevocable Trustee Services

When named as Successor Trustee, we step in when the settlor becomes incapacitated, passes away, or resigns. We carry out the settlor’s wishes with care, while thoughtfully balancing the needs of both current and future beneficiaries.

Custody Services

As Custodian, Armstrong Trust & Wealth Management safeguards your assets and provides accurate, reliable recordkeeping. You maintain control over investment decisions while we help protect and organize your holdings.

Directed Trustee Services

In a directed trust arrangement, we serve as the Distribution Trustee and work alongside your chosen Investment Fiduciary. Our role is to ensure trust distributions are handled in line with the settlor’s intent.

Employee-Sponsored Plan Advisory Services

Armstrong Trust & Wealth Management serves as a Trustee Advisor for 401(k) [private sector] and 457(b) [public sector] qualified plans. We specialize in taking over existing ERISA-regulated plans.

Financial Planning

Clients with over $1 million in assets under management have access to a personalized financial planning experience. Using advanced planning tools, we help create a clear, customized plan designed to guide you toward—and through—retirement with confidence.

 

Reach your long-term financial goals with Armstrong Trust & Wealth Management

Backed by the experience of our financial advisors and the convenience of a full-service investment firm, we can help you work toward your vision of financial independence. We'll help you create a portfolio aligned with your retirement and other investment goals while being mindful of your risk tolerance.