Trust Services

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Our goal is to take the worry out of wealth by helping you lay the foundation now to build your family’s future. We are ready to serve you with an unwavering commitment and understanding of your needs, delivering tailored financial solutions for you and your family's future. 

While our knowledge of the investment markets is up-to-the-minute, when it comes to customer relationships, we believe in the importance of keeping a personal touch. You will hear from us often via newsletters, conference calls, personal calls and face-to-face meetings. 


Wealth portfolios for your growth and ambitions


We understand that no two financial pictures are the same. Clients have singular goals for growth and income, varying tax situations and different tolerances for investment risk. Therefore, we will always manage your account individually, delivering financial solutions to fit your life. Our philosophy is to always strive to reach your goals for your financial future.

two sets of hands reviewing financial charts at a conference table and discussing investment options

We offer a full range of solutions to protect your assets during and after your lifetime including:

  • Living trusts
  • Testamentary trusts
  • Charitable trusts
  • IRA rollovers
  • Inheritance management
  • Administration of wills
  • Guardianship services for minors and disabled adults
  • Expertise in specialized trust vehicles to meet unique needs
  • Estate planning, including asset management, record keeping, bill paying, tax filings, and distribution of assets

Investments are subject to risk, including loss of principal. Investments are not deposits of or guaranteed by Marine Bank, and are not insured by the FDIC.

Start planning your financial future today

Our Trust and Investment Management Team is ready
to help you reach your wealth objectives. 

Contact Us