We’re on a mission to make your life and business run smoothly while we help you build and protect your wealth. That’s why we created WFA Private Trust and it’s why we partner with National Advisors Trust Company, FSB*. Working alongside local estate planning professionals we make ourselves available to act as your trustee and investment management solution provider.
If you’re looking for a cost-effective, flexible answer to your trust management needs that is armed with local support, security and expertise, look no further. By working with National Advisors Trust, we deliver a comprehensive, locally managed trust service solution.
* Regulated by the Office of the Comptroller of Currency (OCC), a bureau of the U.S. Treasury Department, and a member of the Federal Deposit Insurance Corporation (FDIC) NATC assures that your assets are secure.