WATC was flexible with their product offering to help me bring in a multi-million dollar client.
WATC was flexible with their product offering to help me bring in a multi-million dollar client that I would not have been able to do otherwise. Their ability to aid clients while allowing me to maintain relationships is key to my long-term success. Our office appreciates all they help with if we have any questions.
– Jim C.
We’ve been thrilled with Wealth Advisors Trust
We’ve been thrilled with Wealth Advisors Trust’s willingness to be what we need them to be for our clients to have their best outcomes. We get to be the face the relationship, Wealth Advisors Trust provides the information we need when we need it, and when necessary, will join us in contact with the client as issues arise. We’ve had nothing but positive experiences with Wealth Advisors Trust and see those experiences continuing to improve as they adapt to our needs and preferences.
– Ryan H.
They have shown me the utmost Professionalism.
I would like to take this opportunity to share with you why I have chosen Wealth Advisors Trust Company to be my trustees for my clients. They have shown me the utmost professionalism in dealing with my client’s legal documents and their fiduciary responsibilities. Not to mention they have been able to help my client’s portfolios performance because of their domicile favorable tax structure. In closing, they bring you knowledge, experience, and expertise across the broad range of wealth structuring disciplines.”
– Wayne G.
Wealth Advisors Trust has been a tremendous resource for our company.
Wealth Advisors Trust has been a tremendous resource for our company. We have been very pleased at how easy they are to work with in administering a scholarship trust. They have been always available to discuss questions and issues associated with the trustee and offer excellent advice an guidance. Wealth Advisors Trust is truly Collaborative, they have done an exceptional job working with us to problem solve problems and find solutions together. I feel that it is a “two-way street” both of valuing each others advice and input to create solutions together.
– Jim B.