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Why WillowTrust Wealth Management?

Our Approach

Our approach to each client is quite simple: it begins and ends with you. Our initial consultation is a time for us to listen to you and discuss important topics such as your lifestyle, your family and your future goals – whether financial or otherwise. By beginning a dialogue and determining where you are and where you’d like to be, our experienced team members can evaluate your current situation and prepare personal strategies that integrate tax reduction strategies, retirement income and distribution planning, investment planning and family wealth planning. Scheduled follow-ups help us to discuss and update your financial situation, and consistent communication reiterates our promise that we are always available to assist.

What Sets Us Apart

Some of the ways we differ from other firms include:

  • Our strong menu of comprehensive services, which includes a comprehensive and customized review – known as our TRAIL PROCESS - of your tax reduction strategies, estate planning strategies, investment accounts, retirement plan and insurance protection plan.
  • Our frequent and regularly scheduled meetings to update your specific plans and discuss your personal situation.
  • Our strong and consistent calendar of high-quality newsletters, tax reports and wealth related articles.
  • Our frequent schedule of client educational workshops and appreciation events.
  • Our personal service that features our best and most current ideas, suggestions and strategies.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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