How is TrustCore different from other financial services companies or investment firms?

TrustCore was founded to fill the need for objective, client focused, coordinated financial advice and planning. Serving clients for more than 35 years, TrustCore has become one of the largest independent wealth management firms in the U.S.

We hold ourselves to the fiduciary standard which requires us to put client interests before our own. The firm is privately owned and operates independently from any brokerage firm, bank, insurance company or other financial services company. TrustCore offers no “house brand” products, and our financial planners have no production or sales quotas. We advise our clients based on a clear understanding of their underlying, long-term needs.

With client assets of $1.5 billion, TrustCore’s size and scale enable us to bring you deep expertise and unique investment opportunities. This means we can provide a broader range of quality investment options – and generally at a lower cost – than other smaller advisers.

Finally, we place financial planning at the center of everything we do. While we provide extensive investment management services, we always advise our clients to start with a comprehensive financial plan to guide decisions about investments and all aspects of your financial future.