California TRUST CO.

Retirement Planning, Estate Planning and Wealth Management


California Trust Co. "Earns Your Trust Everyday" with integrity, transparency and care. We treat you like a member of our family.  We believe wealth management is not just helping you build wealth, it includes planning your retirement, succession planning for your business, helping you enjoy your retirement, estate planning, care management and creating a legacy to grow over multiple generations.


Retirement Plans, Wealth Management and Multi-generational Estate Plans are custom designed for self employed professionals and owners of closely held businesses with up to 1000 employees.


At California Trust Co. we are committed to:

 

  • INTEGRITY AND TRANSPARENCY IN EVERYTHING WE DO
  • The Fiduciary Standard which requires us to act in your best interest
  • MANAGING your INVESTMENTS IN a SEPARATE ACCOUNT
  • ENABLING you TO View your Accounts 24/7
  • Delivering retirement plans that meet your needs
  • Prudently MANAGING your ASSETS AND ESTATE
  • COMPLYING WITH ALL REGULATIONs

 

California TRUST CO.

 Earning Your Trust Every day sm

              CONTACT US

Our privately owned, independent multi-family office is different from other wealth managers. We focus on wealth management with care; we invest alongside our clients; our portfolio managers are incented on long-term results and our relationship managers are compensated based on customer service not sales. Learn how we can assist you and your family to achieve your personal and financial goals. Please call us for a confidential consultation.