Fiduciary Trust Co in Charlotte, NC offers a range of financial services to individuals, families, nonprofits, family offices, financial advisors, and business owners. With a focus on wealth planning, investment management, sustainable investing, and trust and estate services, the firm prides itself on its 139-year history of prioritizing clients' best interests and providing personalized, proactive financial solutions.
The company's team of experienced professionals takes a disciplined approach to investing, tailored to each client's objectives, while also offering expertise in wealth planning, investment, trust, and other financial areas. Fiduciary Trust Co is committed to exceeding client needs, as evidenced by their high client retention rate and success stories of custom portfolio building, tax minimization strategies, and facilitating access to care and funding options through their wealth planning process.
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