Security National Trust Co
1300 Chapline Street, Wheeling, WV 26003
Location & Phone number
1300 Chapline St # 302, Wheeling, WV 26003, United States
About the Business
Since its establishment in 2000, Security National Trust Co. has been a nationally chartered, full-service trust company dedicated to offering top-tier financial services in Wheeling, WV. Privately owned and independent, Security National serves as a "central office" for families, while also catering to many individual clients with a wide range of needs.
At Security National, we specialize in expert investment management, ensuring your gas royalties and other investments are handled wisely. We also offer tax-savvy strategies for transitioning wealth to the next generation, helping you pass on your legacy without losing it to the IRS. For families with cherished properties like lakeside lodges, we provide services that ensure these treasured vacation spots remain in the family and well-maintained, even if no one lives nearby.
Our experienced team is adept at handling the intricacies of family businesses, ensuring a smooth transition of shares among family members. We also offer comprehensive charitable planning and endowment services, helping you make a lasting impact in the community.
Our approach begins with a conversation because we believe that understanding your unique situation is the key to empowering you. Using a blend of analytical tools and the seasoned insights, experience, and good judgment of our team, we guide you to where you want to be.
Remember, "YOU ARE NEVER TOO OLD TO SET ANOTHER GOAL OR TO DREAM A NEW DREAM." At Security National Trust Co., we are here to help you achieve those dreams and secure your family's future.
Visit us at our office or contact us to start a conversation about how we can make a difference for you and your loved ones.
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