FACED WITH CRITICAL DECISIONS

WE CAN HELP.

FACED WITH CRITICAL DECISIONS? WE CAN HELP.

Managing and preserving one’s assets can be challenging.

Whether you’re planning for your own future or a better life for your children, our 1865 Wealth Advisors can provide you with the objectivity, resources and expertise needed to navigate within today’s complex financial marketplace.

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Trust & Estate Services

1865’s Trust Officers are here to help guide you through the complicated process of Trust Set Up and Administration, guardianship services as well as Estate Planning and Settlement. We offer a wide range of trust services that include managing trust assets, making distributions to beneficiaries, maintaining records, and carrying out your directives.

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Advisor discussing contract with clients

Wealth & Asset Management

At 1865 Wealth Advisors, our investment management process starts with getting to know you. Once we understand your financial requirements and goals for the future, we’ll recommend an investment program to help you work toward your objectives.

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Financial Advisor hand with pen and paperwork

Business Investment Services

As a business owner, you’re continually looking for opportunities to grow your business. You work hard to make your business succeed, even as you face critical day-to-day decisions and responsibilities. We can help.

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Personal Services

There are times when a parent, child or loved one suddenly find themselves alone or no longer able to handle or manage their personal finances. Our 1865 Wealth Advisors team understands the trust that is required to turn something so important over to a third party and we’re experienced in handling this sensitive situation with care.

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