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
- — ArticleHow to Minimize Taxes on 401(k) Withdrawals After RetirementJuly 7, 2026
For decades, you’ve worked to build your 401(k), but when retirement begins, the conversation shifts. The question is no longer how much you’ve saved. It’s how much of those savings you can keep after taxes.
- — ArticleOur takeaways from the April 2026 Fed meetingMay 1, 2026
The Fed held rates steady, but historic dissent among voting members and Jay Powell’s likely final press conference signal a shifting landscape.
— ArticleRoth Conversion Rules and LimitsApril 28, 2026Understand Roth conversions and smart timing strategies to minimize tax impact, grow your retirement, and benefit your heirs.
— ArticleWealth Management Insights – Q1 2026April 14, 2026The fog of war and fear of AI disruption dominated markets in the first quarter
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.