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Trust and Private Client Services

Susquehanna Trust and Private Client Services team manages assets, minimizes taxes, avoids probate when appropriate, and ensures an impartial, seamless transfer of wealth. In an increasingly complex legal and financial environment, many people feel overwhelmed, but we provide guidance, peace of mind, and a client partnership, whether your trust and wealth management needs are simple or complex.
 
Trust and Private Services
Custom Planning Our needs-based evaluation process and planning can help you accumulate wealth, protect existing wealth, successfully distribute wealth, and achieve your financial goals in a tax-advantaged manner.
Comprehensive Advice We offer comprehensive, objective advice and client service that exceed expectations. We take the time to know and understand all of your financial and wealth transfer needs and develop a strategy that works for you and your family.
Complex Services Made Easy For You We offer a wide range of services to ensure that your family and favored charities are well provided for now and in the future, including:

  • Estate Planning
  • Trusts
  • Investment Management
  • Estate Administration
  • Powers of Attorney
  • Guardianships for Minors and Incapacitated Individuals
  • Tax Planning
  • Charitable Giving Strategies
  • Business Planning
  • Special Needs Trusts
  • Custody and Safekeeping of Assets
  • Bill Paying
  • Record Keeping and Reporting
 
Your financial needs are our highest priority. To meet with a Wealth Management Advisor, call or visit any of our Regional Offices.
 
Susquehanna Wealth Management is a registered service mark of Susquehanna Bancshares, Inc.
Trust and Private Client Services offered through Susquehanna Trust & Investment Company, a Pennsylvania chartered Trust Company. Brokerage Services Offered through Susquehanna Wealth Strategies.Securities and Insurance Products Are offered through PRIMEVEST Financial Services, Inc. a registered broker-dealer, licensed insurance agency, and registered investment adviser, member FINRA & SIPC. PRIMEVEST is not affiliated with Susquehanna Bancshares, Inc. or its related companies. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided. Retirement Plan Services are offered through Brandywine Benefits Company, LLC. and Valley Forge Asset Management Corp. Each is a non-bank affiliate of Susquehanna Bancshares, Inc. Valley Forge Asset Management Corp. is a registered investment advisor and a registered broker-dealer (member FINRA & SIPC).
 

Securities and Insurance Products Are:
• Not FDIC Insured  • May Lose Value  • Not Bank Guaranteed
• Not a Deposit  • Not Insured by any Federal Government Entity
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Copyright © 2010 Susquehanna Bancshares, Inc.
Susquehanna Bancshares, Inc.  26 N. Cedar Street  Lititz, PA 17543-7000