For generations, we have helped clients with trust and fiduciary services. Provident’s Wealth Management Group can act as the trustee or offer guidance to whomever has fiduciary responsibility, utilizing sound and prudent judgment. Establishing a trust can help you meet a variety of goals from providing long-term asset management for your family after your death, to transferring assets to a younger generation or making large charitable donations.
- Living Trusts
- Trusts Under Will
- Charitable Trusts
- Multi-generation Trusts
- Special Needs Trusts
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THE PROVIDENT BANK WEALTH MANAGEMENT GROUP PRODUCTS AND SERVICES: NOT FDIC INSURED-MAY GO DOWN IN VALUE
-NOT FINANCIAL INSTITUTION GUARANTEED-NOT A DEPOSIT-NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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