30 West Patrick Street Ste. 100 Frederick, Maryland 21701

The Family Heritage Trust Company: Invest with Confidence

Are you planning for retirement? Maybe you’re wondering if you’re financially ready to leave the job market. You aren’t alone. Did you know that an astonishing 56% of Americans don’t feel ready? Maybe you’re thinking that it’s time to start investing but the words, “stock market,” or “Wall Street” make a chill run down your spine. If that sounds like you, The Family Heritage Trust Company is here to offer guidance and support so you can invest with confidence. We offer the guidance and support needed for your wealth management decisions.

Meet The Family Heritage Trust Company

We’ve been doing business in Maryland since 2007. Founded by a group of legal, accounting, and investment professionals from Maryland and Pennsylvania, we truly care about each of our clients. We personalize every transaction and provide the education you need to fully understand the services available to help you successfully reach your financial goals. Our clients use our expert investment management services to build legacies designed to last for generations. 

We believe in integrity, transparency, and taking the time to understand what our clients’ intentions. This allows us to build strong relationships and create strategic financial plans to best fit your ongoing needs. Whether you’re looking for assistance with investment management, retirement planning, or trust administration, we’re dedicated to staying up to date with the latest market trends and investment strategies so we can provide you with well-informed and relevant advice to help you succeed in today’s financial market.

The Importance of Trust in Financial Management

Trust is the pillar of any successful financial relationship. We understand you have to feel confident that you’re placing your financial future in capable hands. That’s why our investment management services are designed to prioritize the individual. We offer a safe space for conversation, education, and understanding around your finances to instill confidence that you know where you stand and where you’re going with your investments. After all, having a knowledgeable and dependable partner in today’s financial market is invaluable. Trust lays the foundation of every successful investment relationship, motivating us to consistently go beyond what’s expected. And while some may say, “Talk is cheap,” we recognize trust isn’t just about what’s said; it’s about taking action. That’s why we’re committed to consistently communicating with you, offering proactive advice, and always showing up ready to help you reach your financial goals.

Benefits of Investment Management with Us

We know every investor is unique, and we design our investment management strategies so that they’ll align with your goals, risk tolerance, and timeline. We work with you so you can use financial markets effectively to achieve your objectives with confidence.

Our team of expert financial advisors and wealth managers is here to create an investment management plan and to support you all along the way. If you’re planning for retirement, or building generational wealth, our experts provide customized advice and strategic insights to take care of your specific needs and help you reach your goals.

If you’re writing your will, it’s important to note that using trusts and appropriate beneficiary designations in your estate planning helps you protect your legacy. When you work with us, our top priority is arranging a safe and seamless transfer of wealth to the next generation.

We believe in the power of creating long-term relationships with our clients. We’re fully dedicated to helping you achieve your financial goals, and we’ll work with you to adjust your investment strategies as your needs and wishes change over time. We’re here to confidently guide you through life’s financial milestones.

Join Us

Invest with The Family Heritage Trust Company today to achieve a successful financial future for yourself and future generations. We offer a comprehensive investment management approach to wealth, and we focus on long-term financial security to make sure your legacy lasts. Take the first steps toward a brighter financial future today, and discover all of the investment and planning strategies. The foundation of successful investing is trust, and it’s ingrained in our purpose. If you have any investment-related questions or need further information, feel free to reach out to us. We’re here to assist you as you build financial success.