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
Shortcuts Or Trade-Offs? Why Long-Term Investors Should Be Cautious With Leveraged, Buffered And Zero-Day StrategiesOctober 26, 2026In Forbes, Dan Kern discusses why using buffered ETFs, zero-day options, and leveraged ETFs as core long-term holdings can undermine long-term investment goals.
— ArticleWealth Management Insights – Q3 2026October 23, 2026The third quarter of 2026 was defined by strong corporate earnings, a narrowing equity market rally, and the start of a Fed rate-hiking cycle.
— ArticleTips to optimize this year’s open enrollment seasonOctober 9, 2026The four key areas to focus on
— ArticleUnderstanding Inherited IRAs and the Rules Beneficiaries Must FollowSeptember 23, 2026Inheriting an IRA can be a meaningful financial event, but it also comes with decisions that may need to be made sooner than expected.
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.