American Trust Wealth
Finance · Kentucky, United States · 11-50 Employees
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Overview
Headquarters
2353 Alexandria Dr Ste 100, Lexington, K...Phone Number
(859) 296-4407Website
www.americantrustwealth.comRevenue
<$5 MillionIndustry
About American Trust Wealth
American Trust Wealth is a wealth management and fiduciary services firm headquartered in Lexington, Kentucky. Now part of Ascensus, the company provides independent wealth management, disciplined investment management, and financial planning for individual investors, business owners, and institutions such as endowments, foundations, and retirement plans. Its services include goal-based planning, tax planning, estate planning, and the Unified IncomePlan for retirement income. The firm utilizes an open architecture platform with access to over 20,000 investment options and has been certified by the Centre for Fiduciary Excellence (CEFEX) since 2006. It serves clients nationwide through its offices in Lexington and Pittsburgh.Explore more
American Trust Wealth Org Chart
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American Trust Wealth is a wealth management and fiduciary services firm headquartered in Lexington, Kentucky. Now part of Ascensus, the company provides independent wealth management, disciplined investment management, and financial planning for individual investors, business owners, and institutions such as endowments, foundations, and retirement... Read More
