We cannot think of a better word to define us. It hearkens back to an earlier era, when each customer's legacy was attended and protected with the utmost care. Our traditional view of customer service is what sets us apart - and, ultimately, what keeps families with us for generations. Smithfield Trust customers can expect much more from us than a typical, larger firm.
We know each and every one of them by name, and we give them direct access to any member of our team at any time. Our investment advisors continually monitor the day-to-day developments that affect our customers' accounts. Smithfield Trust is a fiduciary, which means we are always working in our customers' best interests.
We know each and every one of them by name, and we give them direct access to any member of our team at any time. Our investment advisors continually monitor the day-to-day developments that affect our customers' accounts. Smithfield Trust is a fiduciary, which means we are always working in our customers' best interests.
Services
Smithfield Trust can help you with every aspect of wealth management - now and in the future - and ensure that your legacy is passed on seamlessly to your heirs. We are a privately owned trust company chartered and regulated by the Pennsylvania Department of Banking, but our expertise extends far beyond trust management.
Other than satisfied customers, attorneys are our best referral sources. Members of the probate, tax and litigation bars utilize us as a resource to assist their clients in the management of investments, implementation of estate plans and analyses of structured settlements. We want to work alongside you, enriching the important relationships you have established with your clients.
Consult with your attorney and accountant to develop an effective estate plan which meets your dispositive objectives, while reducing taxes and maximizing the wealth available to your heirs. Implementing charitable giving intentions, providing for a child with special needs, managing illiquid, closely held businesses, or managing the orderly liquidation of a large block of publicly traded stock.
The security and privacy of your information is important to us. When contacting us via email, please do not include confidential or sensitive information such as your account numbers, social security numbers, or any other information that may compromise your identity or financial security. To communicate or receive personal account information, please call us at 412-261-0779.
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