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The F-Trust Difference
Everything we are, we became by focusing on the needs of our clients. The need for integrated financial and estate planning. For personal investment advice. For forward-thinking trustee services, for access to our trust advantages. And the need for a nimble, F-Trust partner for life.
We help you simplify your financial life
Integrity and Permanence
We are a private firm with more than 30-year history of focusing on our clients’ best interests
Personal Service
Our experienced professionals take a proactive approach to meet your needs
Disciplined Investing
Our investment approach is tax aware and customized based on your objectives
Expertise
Our experienced professionals take a proactive approach to meet your needs
Committed to Excellence
Everything we are, we became by not just meeting but exceeding the needs of our clients.
Learn more about our offerings by client type:
30
year history of integrity and financial stability
98
average annual client retention rate for over a decade
20000000000
in assets under supervision as a right-sized, well-resourced, nimble firm
1440
Happy Clients
Our Expert Advisors
Let’s Start
Your Success
Story
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