About Wealth advisors trust company
Wealth Advisors Trust Company: Your Trusted Partner in Wealth Management
Wealth Advisors Trust Company is a South Dakota-based trust company that offers trust administration services to financial advisors and their clients. Founded by advisors for advisors, the company has established itself as a leader in the industry, earning recognition as the top-ranked trust company in South Dakota.
At Wealth Advisors Trust Company, we understand that managing wealth can be complex and challenging. That's why we offer a range of services designed to help financial advisors and their clients achieve their goals with confidence. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet each client's unique needs.
Our Services
Trust Administration: We provide comprehensive trust administration services, including fiduciary oversight, investment management, tax reporting, and beneficiary distributions. Our team works closely with financial advisors to ensure that trusts are managed efficiently and effectively.
IRA Custody: We offer self-directed IRA custody services for individuals who want more control over their retirement investments. With our expertise in alternative assets such as real estate and private equity, we can help clients diversify their portfolios beyond traditional stocks and bonds.
Special Needs Trusts: We specialize in creating special needs trusts for individuals with disabilities or other special needs. Our team understands the complexities of these trusts and works closely with families to ensure that they are structured properly to meet the unique needs of each beneficiary.
Estate Planning: We work with financial advisors and their clients to develop customized estate plans that reflect each client's wishes while minimizing taxes and preserving wealth for future generations.
Why Choose Wealth Advisors Trust Company?
Expertise: Our team has decades of experience in trust administration, IRA custody, special needs trusts, estate planning, tax reporting, investment management, compliance oversight & more!
Personalized Service: At Wealth Advisors Trust Company we believe every client deserves personalized attention from an experienced professional who understands your unique situation & goals!
Flexibility & Customization - Every client is unique, and we understand that. That's why we offer flexible solutions tailored to meet each client's specific needs.
Competitive Pricing: We offer competitive pricing for our services, ensuring that clients receive the best value for their investment.
Ranked #1 in South Dakota: Wealth Advisors Trust Company has earned recognition as the top-ranked trust company in South Dakota. Our commitment to excellence is reflected in everything we do!
Conclusion
Wealth Advisors Trust Company is a trusted partner for financial advisors and their clients seeking comprehensive trust administration services. With our expertise in IRA custody, special needs trusts, estate planning & more - we can help you achieve your goals with confidence! Contact us today to learn more about how we can help you manage your wealth effectively and efficiently!