In their fiduciary capacity, MillRiver Wealth Management Team ensures that your account is administered according to your desires or consistent with the terms of your legal document or other governing instrument. We understand that being a trustee requires the technical experience of objectively interpreting documents and implementing strategies on your behalf. We do so with respect for your intentions, the interest of your beneficiaries and a compassion for the unique nature of each client’s family and their circumstances. In addition to acting as a trustee, MillRiver Wealth Management offers an array of estate settlement services. With our long history of serving the community, we know that acting in a fiduciary capacity is only one aspect of our trust responsibilities. Our officers act as your point of contact for all of your financial needs, customizing their role to meet your individual needs and objectives and providing you with peace of mind.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|
Meeting with MillRiver Wealth Management Team is without obligation or cost.