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
- — ArticleOpen enrollment checklist: Money moves to maximize your benefitsOctober 23, 2025
Open enrollment is your annual chance to align benefits with financial goals—review coverage, costs, and tax savings to avoid costly mistakes.
— ArticleInsurance policy review: Assessing life, health, and property insurance coverageOctober 17, 2025Review your insurance coverage annually to stay protected, save money, and meet your evolving needs.
— ArticleWealth Management Insights for Q3 2025October 15, 2025Equities climbed the “wall of worry” to reach new highs in Q3
— ArticleHow to build and maintain an emergency fundOctober 1, 2025Discover expert tips to build, manage, and maximize your savings so you’re ready for any financial surprise—start securing your peace of mind today!
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.