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
Understanding tax filing deadlines and extension optionsApril 3, 2025Are you ready for the April 15th tax filing deadline? If not, we explain how filers can seek a six-month extension.
Market Correction 2025March 12, 2025Market corrections are typically caused by a decline in economic fundamentals, but the recent volatility is largely attributable to rising uncertainty about the government’s economic policy plans.
— ArticleHow will tariffs affect investment portfolios?February 14, 2025Tariffs have the potential to shake up prices and affect purchasing power, which poses challenges for investors. Stay informed to better understand this fluid policy landscape.
Preparing for Tax Season: Common Mistakes and How to Avoid ThemFebruary 06, 2025With tax season upon us, it’s time to take stock of your financial records and note any changes that may impact your filing this year.
Track your investments in real time with our new app, Nixon Peabody Trust Company, now available on the app store for Apple users. You can use the app to securely log in to your account from your phone and check your investments anytime, anywhere.