Your future is our focus.
Your wealth is personal. So is our approach. We’ll create a future that’s uniquely you.
Your wealth. Your values. Our experience.
We will be your trusted partner, working to ensure that your wealth enhances your life and that your financial success opens doors to personal fulfillment.
Who we are
Our team of experienced professionals is dedicated to meaningful engagement with our clients. Whether you’re an individual, a family, or a family office, we tailor our services to your unique needs. We don’t believe in a one-size-fits-all approach. Instead, we take the time to understand your goals, your values, and the life you want to create.
What we do
In an industry where fragmentation can be difficult to avoid, clients can turn to us for a complete range of wealth management, financial planning and fiduciary services under one umbrella.
Recent insights
Gift and Estate Tax: Numbers, numbers, numbers 2025December 11, 2024Helpful tax rate table information for 2025 gift and estate tax planning.
— VideoCSCO ‘Wait and See Story’ for A.I.November 16, 2024Chief Investment Officer Dainel Kern joined Schwab Network’s “Morning Trade Live” to discuss the earnings outlook for Cisco Systems.
- — ArticleA second Trump administration: Implications for investmentsNovember 07, 2024
Markets are responding to policy expectations after the US presidential election. Investors should stay focused on a long-term strategy despite election uncertainties.
— Client StoryPlanning for prosperity—One family’s wealth preservation journeyOctober 22, 2024Through business succession planning and wealth management, Nixon Peabody Trust Company helped a family ensure financial prosperity and growth for years to come.
