Our History
American Trust Wealth was founded to help investors reliably reach their investment goals in a manner that instills 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.
We have also been certified annually by the Centre for Fiduciary Excellence (CEFEX) since 2006, meaning that we voluntarily undertake annual audits by independent expert analysts to continually verify our adherence to the highest standards of fiduciary best practices in our industry.
A Wealth Management Team
You Can Trust
American Trust Wealth is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the American Trust Wealth culture embraces a spirit of support and a dedication to helping you achieve your goals.
AmericanTCS – Helping All Americans to Have a Financially Secure Retirement
American Trust Wealth is a business of AmericanTCS, formally launched in 2022. AmericanTCS is dedicated to helping people achieve financial stability and independence by encompassing the full breadth of the trust, custody, and retirement offerings.
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