Wealth Advisors Trust

At Wealth Advisors Trust Company, we're dedicated to providing top-notch trustee services to wealth advisors and their clients. Our team of experts, led by Co-Founders Chuck Sharpe, JD, Matt Paladini, CFP, and Christopher Holtby, has extensive experience in the financial industry, with a deep understanding of estate planning, asset protection, and wealth management.

Our Mission

Our mission is to champion the financial advisor relationship by providing white-glove trustee services that enhance the client-advisor relationship. We believe that beneficiaries and advisors should have the power to choose their own financial solutions, and we're committed to providing innovative, collaborative, and freedom-focused services that meet their unique needs.

Our Services

We offer a range of trustee services designed to support wealth advisors and their clients. Our services include:

• Trustee Services for Advisors: We work with advisors to provide trust solutions that meet their clients' needs, while also enhancing the advisor-client relationship.
• Trustee Services for Beneficiaries: We provide direct communication and personalized service to beneficiaries, ensuring that their needs are met and their expectations are exceeded.
• Trust and Estate Settlement: We guide beneficiaries and advisors through the trust and estate settlement process, ensuring a smooth and efficient transfer of assets.
• Special Purpose Entity: We create special purpose entities to meet the unique needs of our clients, providing flexibility and customization in trust administration.
• Transferring a Trust: We handle the paperwork and administrative tasks associated with transferring a trust, allowing advisors to focus on their clients' needs.

Why Choose Us?

We're different from other trustee companies because we're advisor-friendly, custodian-neutral, and committed to enhancing the client-advisor relationship. Our low account/trust officer ratio ensures that our clients receive personalized service and attention to detail. We're also passionate about education and innovation, providing resources and knowledge to help advisors and beneficiaries navigate the complex world of trust administration.

Our Values

At Wealth Advisors Trust Company, we're guided by three core values:

• Freedom: We believe that beneficiaries and advisors should have the power to choose their own financial solutions.
• Innovation: We're committed to anticipating the trustee needs and wants of beneficiaries and advisors, and to finding solutions that meet their unique needs.
• Collaboration: We work together with advisors and beneficiaries to find solutions that are efficient, simple, and effective.