StateTrust Wealth Management

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StateTrust Group, a world leader in wealth management.

Wealth management

StateTrust Group is an enterprise devoted to wealth management. Our team of financial advisors and relationship managers offer our clients expert knowledge.

Wealth management is made up of two components, preservation and growth. In order to accomplish these dual goals, StateTrust offers our clients investment services and financial planning services.

Our products and services are the tools that will help you achieve your financial goals.

Investment Services

		Financial Planning
		Private Banking
		Wealth Management
		Estate Planning
		Fiduciary & Trust Services
		Retirement Planning

Client-centered approach

At StateTrust, our commitment to excellent client relations sets us apart. Our emphasis is on creating and maintaining one-to-one relationships with each of our clients. As part of our client-centered service, we specialize in providing custom-tailored financial solutions.

StateTrust Service
Highly Personalized Banking
Dynamic Relationship Monitoring
Multilingual Staff
Worldwide Presence
Interpersonal Visits

Financial Planning Services

Optimizing Client Portfolios

StateTrust always works to ensure meeting our client’s financial objectives. To this end we:

Provide customized financial planning

Utilize proprietary technology and research

Engage in client profiling and risk assessment

Offer expert evaluation and selection of investment vehicles

Provide clients with above industry-standard reporting

The StateTrust Advantage

Highest level of client attention	At StateTrust, client service is our first priority. Our relationship managers provide personal service to each of our clients.
Leading-Edge Technology	Our aim is to ensure a smooth and efficient operation, and to this end, we continuously update our systems and use Internet-based solutions for information retrieval and communications.
Privately-held	StateTrust Group is owned by individuals, not faceless companies or shareholders. This assures our clients that their success is our success.
Wide range of investment opportunities and financial products	StateTrust offers our clients many financial solutions, from top-rated investment funds to life insurance policies.

Contact us

We aim to provide you accurate and complete information on this web site. However, if you wish to speak directly to one our relationship managers, please call 1-888-729-9244.