Your goals are our goals.

Whether you become a part of the American Trust family or not, we want to know you. Because in a world where it can sometimes feel as though everyone is out for themselves, we believe the best investments come from putting your interests first. It’s why American Trust chooses to be a fiduciary, which means we are required by law to put the interests of our clients first in everything we do.

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Your Team

A dedicated team of experts, here to help you achieve your financial goals.

Our History

American Trust was founded to help investors reliably reach their investment goals in a manner that instills in the highest level of confidence and complete peace of mind. Today our Wealth Management Services group is dedicated to carrying out that mission by offering our clients highly personalized service, expertise and a broad suite of plans and services in a fiduciary environment.