Private Trust Company

Through our association with LPL, we have access to the services of The Private Trust Company (PTC) which can provide the continuity you may want for future generations.  As a wholly owned subsidiary of LPL Financial, PTC is licensed in all 50 states under its 1995 national banking charter. 

The Private Trust Company currently serves in a fiduciary capacity for over $20 billion in assets. It does not engage in any lending or deposit taking, it specializes solely in providing fiduciary services.

For more information about the Private Trust Company please download these informative brochures:

Gain Peace of Mind - Simplified Trust Solutions

Trust Settlement Process - A Roadmap for Working With Your LPL Financial Advisor and The Private Trust Company

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