Our Clients

Assured. For Your Family.

There is no one-size-fits-all to your trust needs, and we won’t bring you a solution that doesn’t make sense.

Assured Trust is an independent trust company. We are not an Investment Advisor, but we can work with yours. We can work with your lawyer and your accountant.

We are laser-focused on helping families with special needs and our seniors, not on being just another trust company. We are passionate about what we do and understand the intricacies of working with family dynamics – because it’s all we do.

At Assured Trust, we offer:

  • Attention to detail
  • An understanding of our duties, and a commitment to taking those duties seriously
  • An understanding of finances, taxes, investing, accounting, and law
  • Great communication skills
  • An alignment with your morals and values