Trust & Wealth Management
At Grove Bank & Trust, we help clients identify their goals and work in collaboration to build a comprehensive, holistic plan.
Our objective is to earn our clients' confidence. We strive to develop personal relationships with each and every client, provide financial education, and develop comprehensive plans to meet their goals and objectives.
We offer an open architecture investment platform, which allows you to invest in funds and vehicles from other institutions and investment companies, and select managers on a best strategies basis to build a customized portfolio for each investor.
Let us help you plan for your tomorrow.
- Investment management
- Wealth management
- Fiduciary banking services
- Guardianship services and special needs trusts
- Estate settlement
- Personal giving, charitable trusts, foundation management
- IRAs and retirement accounts
- Review of wills, trusts & financial planning
- Insurance policy review – life insurance, P&C, and liability
- Multi-generational planning, family governance
- Bill payment & concierge services
- Assistance with budgets and distribution strategies
Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured By Any Federal Government Entity
Clients of Grove Bank & Trust and their affiliates should consult with their legal advisors prior to entering into any financial transaction or estate plan.