Consultative Approach


We are not like any other bank or investment firm. Our approach is consultative, not transactional. We don’t operate with commissions or quotas. Every piece of new business at Truxton Trust, whether in lending, depository or wealth management, begins with a thorough exploration of the client’s financial status.

We collect information about your circumstances, listen to your concerns and learn about your aspirations for the future. We appreciate that all the pieces of your financial picture should work to meet multiple objectives, personal and professional, familial and philanthropic. Focusing on the issues important to you, we utilize our breadth of banking and wealth management experience to generate comprehensive solutions as unique as you are.