Trust Services

Trust Services

Preserving wealth from one generation to the next can be complex. Guidance from an objective and informed V Wealth advisor can go a long way towards ensuring financial success is shared with families, friends, and charitable organizations that our clients designate.

At V Wealth, we help clients take the right action to secure their legacies. We work with our clients to articulate their long-term estate planning goals and assist in navigating the complicated tax laws and regulations.

We collaborate with clients’ tax and legal advisors to ensure their financial plan reflects their needs. We also provide our own team of V Wealth advisors who are specialists in the intricacies of estate and tax planning.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial.