What We Do

You do not need to be wealthy to have a
complicated financial life.

We help get our clients’ affairs organized to allow time to concentrate on what is important to them.

Our Services

Wealth Advisory

We believe that wealth advisory is more than investment and asset management.  It is about making sure an appropriate financial framework is in place and that resources are being allocated efficiently.  The planning piece of what we do supports our work together, and forms the foundation for the guidance we provide to you, your family, or organization. 

 

Asset and Investment Management

Assets are managed by Salisbury Trust by our Officers with the oversight of our internal Trust Investment Committee, and using an investment consulting service to provide investment partner and fund due diligence and recommendations.  This structure has allowed us to broaden our investment management strategies to include both active and passive portfolios.  We take into consideration the circumstances and requirements of the account, the risk tolerance and risk capacity of the client, and investment preferences. 

 

Trust and Estate Administration

Our Officers have years of experience in trust and estate administration, with varying areas of expertise to guide you, either as a co-fiduciary, your successor Trustee/Executor, or for you as Agent for Trustee/Executor.

 

Retirement Plan Advisory

Salisbury Trust works with your company to either provide advice for retirement plan investment options or to manage those accounts in accordance with the Investment Policy Statement we develop together.  We may work with your preferred third party administrator or we have established relationships with others you may select.  Similarly, there are multiple options for plan platforms to allow for an efficient solution depending upon the type and size of the plan. 

Securities and investment products offered through Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.