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Trust Services

Trust services are available through The Private Trust Company, N.A., (PTC) an affiliate of LPL Financial. The Private Trust Company, N.A., serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial advisors. This model allows our clients to utilize the experts at The Private Trust Company to provide professional trust administrative services while we provide investment management services.

PTC serves in an administrative corporate trustee role, providing all record keeping, accounting and tax preparation; also, PTC ensures that trusts are managed and distributions occur according to the terms of the trust document. Licensed in all 50 states under its 1995 national banking charter, the bank does not engage in any lending or deposit taking, therefore specializing solely in providing fiduciary services.

Together with the The Private Trust Company we can assist you with these and other needs:

Revocable Living Trusts
Irrevocable Trusts
Charitable Remainder Trusts

Charitable Lead Trusts
Special Needs Trusts
Private Foundations Guardianship

Family Office Group Relationships
Custodial Relationships
Agency Relationships

Dedicated to Our Clients

Wharton Advisory Group was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That?s why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.

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The Value of Independence

Individuals and families seeking to grow and protect their wealth are increasingly turning to independent firms. As independent wealth advisors, Wharton Advisory Group has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We act in your best interest at all times.

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