A trust is a flexible financial planning tool that protects your assets while managing your distributions and preserving your legacy. As a trust and estate fiduciary, we have a legal responsibility to serve in the client's benefit for matters related to the trust, estate, guardianship, or power of attorney arrangements. You can rely on the integrity and broad-based expertise of our highly regarded trust officers to provide the protection and support that you and your family deserve.

Trusts can:

• Protect and preserve your assets
• Minimize the effect of estate and transfer taxes
• Create a family estate plan for future generations
• Facilitate the transfer of assets to heirs
• Facilitate charitable giving
• Enhance the lives and protect public benefits for children or adults with special needs

You can place confidence in our professional team to develop and implement a tailored plan that is designed specifically to fit your unique situation. We encourage you to involve our reputable team as you work with outside professional advisors to ensure that your customized plan is properly executed by all involved.

We offer:

• Financial Asset Management and Distribution
• Trustee Services
• Estate Administration
• Guardianship Services
• Power of Attorney Services
• Customized Retirement Plan Solutions for 401(k), Profit Sharing, and Defined Benefit Plans

Whether you want to preserve your assets, provide for loved ones, or arrange financial wealth support for future generations, Graystone Wealth Management has a wide array of fiduciary services to help meet your needs. Our experienced professionals can help you and your family by offering resources, reliability, and the high-care you deserve in a full service trust provider.

NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • NOT INSURED BY ANY FEDERAL
GOVERNMENT AGENCY • MAY LOSE VALUE