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Investment, Investment Advisory & Insurance Services
1350 Sullivan Avenue
South Windsor, CT 06074

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Trust Services

 

We understand our clients are looking for a financial advisor representative who can not only help them plan and address their wealth, but also deliver trust and estate services. As part of our business model to provide our clients with the best possible services, we have partnered with Premier Trust of Nevada (a wholly owned subsidiary of Ladenburg Thalman Financial Services LTS – AMEX). As an integral part of our wealth management services menu, Premier Trust can offer comprehensive estate planning solutions such as:

  • Asset protection trusts
  • Dynasty and insurance trusts
  • Corporate trust services
  • Charitable giving and legal assistance

In addition to offering the traditional trust services, Premier provides our clients a unique and distinct advantage – the ability to have a Kingston Wealth Management Group, LLC advisor service client accounts within a National Financial brokerage account. This partnership provides a vehicle for our advisors to control assets and wealth for multiple generations while utilizing Premier Trust as a corporate trustee.