How Doyle Wealth Management can help

The creation of a trust is an important decision. Many of our clients at Doyle Wealth Management utilize the benefits of trusts in estate planning and wealth management. Perhaps one of the most important decisions in the establishment of a trust is the naming of a trustee or successor trustee.

In teaming up with Advisory Trust, we can bring the benefits of a corporate trustee along with the personal relationship and investment management of Doyle Wealth Management.

Advisory Trust provides the objective and experienced trust administration services while we continue to mange the investment assets of our clients. Since Doyle Wealth Management remains as the investment manager for the underlying assets, the trust assets remain in the trust account at TD Ameritrade Institutional. This provides continuity and piece of mind to all.