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
— ArticleInvestment strategy: Aligning investments with long-term goalsApril 30, 2025Tailor your investment portfolio by making strategic adjustments to reach long-term goals, manage risk, and optimize growth.
— ArticleSustainable investing: Adding values to your portfolioApril 16, 2025Learn how tailored sustainable investing strategies can create impact and align your portfolio with your values and performance goals.
— ArticleThe market responds to increasing tariffsApril 10, 2025The stock market hates uncertainty, and recent changes in US tariff policy have clouded the near-term outlook. Dan Kern analyzes the current situation and shares what to expect in the months ahead.
- — ArticleWealth Management Insights for Q1 2025April 09, 2025
We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.
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.