Wealth Management & Retirement Planning

Driven by your best
interests.

At Counsel Trust Company, we provide a full range of investment advisory, consulting, retirement plan, custody, and fiduciary trust services designed to meet the unique needs of individuals and organizations.

For legal, accounting, and investment management firms, we offer specialized directed trust and private label trust solutions, enabling seamless collaboration and enhanced client offerings.

Discover Who We Are

Wealth Management

High-touch fiduciary care with personalized trust administration and tailored investment services to effectively manage client assets.

Advisor Friendly Trust Services

Directed trustee services, including full trust administration, accounting, tax reporting, allowing outside firms to maintain client relationships and establish new revenue streams through private label trust entities.

“Counsel Trust aims to be a premier independently owned consulting, investment management, and trust company by maintaining high standards of excellence. Our mission is to serve the best interests of clients by providing reliable administrative trust services and generating risk-adjusted investment performance at a reasonable cost.”

Brandon E. Crooks

CEO of Counsel Trust