We can help lighten the load of managing municipal trust funds for your town or city.
Trustees of municipal trust funds across New England have relied on Bar Harbor Wealth Management to manage all aspects of their trust funds. We offer complete, end-to-end solution for managing today’s complex city or town trust funds and provide local, personalized service including vital investment, administrative, and reporting functions. Our Wealth Managers can act as your single point of contact for your account and can even attend meetings and other town functions on your behalf.
We offer a complete solution for Trustees of Trust Funds including:
- An investment team with decades of experience to serve you
- Tax return and state document preparation
- Preparation of necessary reports for town meeting
- An annual performance review of your account
- Sub-accounting as needed
Contact us today to learn more about our services.