Trust and Wealth Management

Trust and wealth management services enable credit unions to help their members achieve their estate planning and financial objectives.   The trust and wealth management services program is offered by 1909 Financial Advisors, LLC in partnership with Members Trust Company.   It is a turn-key full service program that enables credit unions to offer trust and wealth management services to their members without incurring significant expenses and without assuming the responsibilities for the ongoing management of a complex business.  

Our program provides a dedicated local trust officer, who will work with you and assist organization in providing these services to members.   Partnering with us will enable your credit union to generate annual fee income that will continue to grow year after year as your assets under management increase.

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