FSGBank Wealth Management and Trust was created in 2004 and is staffed by a group of seasoned professionals who want to make a difference in the trust business. Our passion and dedication is displayed each day in our commitment to excellence and customer service.
A team approach is utilized as we work closely with each client to deliver the very best professional advice and outstanding service available. We have developed an array of services to help our customers manage and preserve their assets.
We understand the importance of helping our customers achieve their financial objectives and goals as well as delivering innovative solutions to help maximize earnings potential. Our clients include business owners, successful professionals, retirees and families with substantial wealth.
If you are interested in further information about any of our services or how we can assist you, please call us today.
Our mission is to provide solutions throughout a client’s life cycle for wealth accumulation, wealth preservation, and wealth transfer to future generations. While we welcome accounts of all sizes, our clients are best served with an account over $100,000.
Learn MoreOur Investment Management professionals apply their training, expertise and experience to develop the best possible custom investment strategy to achieve the desired goals for each person’s situation.
Learn MoreWe know how difficult it is to lose a loved one. Our Estate Administration Services allow the surviving family to grieve without the added stress of having to deal with administration details with which the family is likely unfamiliar.
Learn MoreWe provide our clients with peace of mind when it comes to managing the special needs of a loved one.
Learn MoreWe offer a wide range of Custody and Master Custody Services, including timely recordkeeping and reporting, cash management, tax services, and collection and distribution of income.
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