Plumb Trust Co is a well-established trust company located in Madison, Wisconsin. The company has been serving the needs of clients in the Madison area for over 50 years, providing expert trust and wealth management services.
Founded in 1968, Plumb Trust Co has built a solid reputation for its commitment to excellence and personalized service. The company offers a wide range of trust and investment services to individuals, families, businesses, and institutions. Whether you are looking to grow your wealth, plan for your retirement, or establish a charitable foundation, Plumb Trust Co has the expertise and experience to help you achieve your financial goals.
One of the key strengths of Plumb Trust Co is its team of experienced professionals who are dedicated to providing exceptional service to clients. The company's trust officers, investment advisors, and financial planners work closely with each client to develop customized financial plans tailored to their individual needs and objectives. This personalized approach sets Plumb Trust Co apart from other financial institutions and ensures that clients receive the highest level of service and attention.
In addition to trust and investment management services, Plumb Trust Co also offers estate planning, tax planning, and charitable giving services. The company's team of experts can help you navigate complex financial decisions and create a comprehensive plan that will protect your assets and ensure your legacy for future generations.
Plumb Trust Co is committed to upholding the highest standards of integrity, professionalism, and transparency in all of its dealings. The company takes a fiduciary approach to serving its clients, always putting their best interests first and acting in accordance with the highest ethical standards. This commitment to excellence has earned Plumb Trust Co the trust and loyalty of its clients, many of whom have been with the company for decades.
Whether you are looking for help managing your investments, planning for your retirement, or establishing a charitable foundation, Plumb Trust Co has the expertise and experience to help you achieve your financial goals. Contact Plumb Trust Co today to schedule a consultation and learn more about how the company can help you secure your financial future.
