Trust.Whittier.
The road ahead may be uncertain. But together – we’ve got this. These days, the world is in constant change. You want to hold fast to what matters most. Wealth management is more than protecting assets. It’s having a solid roadmap in place and working with the best possible partner to ensure your family thrives through every generation.
Contact Tim McCarthy| 626.463.2545 whittiertrust.com/USC $10 MILLION MARKETABLE SECURITIES AND/OR LIQUID ASSETS REQUIRED. Investment and Wealth Management Services are provided by Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as “Whittier Trust”), state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. This document is provided for informational purposes only and is not intended, and should not be construed, as investment, tax or legal advice. Past performance is no guarantee of future results and no investment or financial planning strategy can guarantee profit or protection against losses. All names, characters, and incidents, except for certain incidental references, are fictitious. Any resemblance to real persons, living or dead, is entirely coincidental.
