The only trust company created just for Advisors and their clients.
Wealth Advisor Trust was founded in 2009 with the goal to be the Adviser Friendly Trust Company. We were voted Best New Financial Product in 2015 by PAM Awards and continue to be a leading trust company based in South Dakota.
We believe in challenging the status quo of the corporate trust company industry. We think differently. We believe beneficiaries and advisors should have the power to choose their own financial solutions.
We challenge traditional rigid trust company walls and create a system of checks and balances, giving families a voice in the administration of their financial affairs. Our trust services are efficient, non-interruptive and designed to support the advisor, not undermine them.
As the corporate trustee, our only focus is trust administration. We are the Adviser Friendly Trust Company. Why don’t we work together?