Your future is our focus.
Your wealth is personal. So is our approach. We’ll create a future that’s uniquely you.
Your wealth. Your values. Our experience.
We will be your trusted partner, working to ensure that your wealth enhances your life and that your financial success opens doors to personal fulfillment.
Who we are
Our team of experienced professionals is dedicated to meaningful engagement with our clients. Whether you’re an individual, a family, or a family office, we tailor our services to your unique needs. We don’t believe in a one-size-fits-all approach. Instead, we take the time to understand your goals, your values, and the life you want to create.
What we do
In an industry where fragmentation can be difficult to avoid, clients can turn to us for a complete range of wealth management, financial planning and fiduciary services under one umbrella.
Recent insights
— ArticleNavigating the Year Ahead with the Nixon Peabody Trust CompanyJanuary 28, 2026Video recording of our recent Investment Insights webinar, “Navigating the Year Ahead with the Nixon Peabody Trust Company,” covering key market trends shaping today’s investment landscape, as well as the opportunities and challenges to watch in the year ahead.
— ArticleWealth Management Insights - Q4 2025January 2026Stocks delivered a third consecutive year of double-digit returns in 2025
— ArticleHoliday budgeting strategies: Spend with intention, not stressDecember 15, 2025Plan for holiday spending with a values-driven budget and celebrate without compromising your financial health.
- — ArticleNine essential end-of-year financial strategiesDecember 10, 2025
Maximize tax savings, realign your portfolio, and boost after-tax returns with smart year-end financial strategies for a stronger start to the new year.
Track your investments in real time with our new app, Nixon Peabody Trust Company, now available on the app store for Apple users. You can use the app to securely log in to your account from your phone and check your investments anytime, anywhere.